Help Documentation¶
All TouchPoint documentation is online. It consists of how-to articles, definitions, and processes, with links to further information when needed. Some articles include embedded videos, and training videos are available on the TouchPoint Training website.
To access the documentation, click the ? Help icon in the top right corner of your database. This opens the Need help using this software? page in another browser tab, leaving TouchPoint open on the original tab.
Where to find Help¶
The Help page has the following tabs:
- Search Documentation
Type a keyword or phrase in the search box and click Search. See below for more information about searching.
Click the Documentation Website button to open the documentation homepage. See below for more information about the documentation homepage.
- Training
Click the Training Website button to open the TouchPoint Training website.
- Submit New Feature Request
This tab displays only for users with the Support role.
- Contact Support
Submit a support request by email. See the section below about submitting a support request.
Initial Help / Search Page¶
Note
Please search the documentation before contacting Support. If you do not find the answer to your question, send a detailed support request.
Searching for Answers¶
After you enter a keyword and click Search, the documentation search page opens in a new browser tab and displays a list of matching articles. Click the one that appears most relevant to your question.
Browser Tabs¶
At this point, you have the following tabs open in your browser:
The original tab for your TouchPoint database. Click that tab to return to work.
The Help page, where you can return if you need to submit a support request.
The documentation search results.
Search Options¶
You can search again from the search results page, or use the Search… box at the top of any documentation page.
Search box¶
Documentation Homepage¶
The Search… box displays at the top of every page on the documentation website, so you can find another article without returning to your database and clicking ? Help again.
The documentation homepage displays the Contents, a list of categories with the articles for each category. The menu at the top of each page also includes the following links.
Index¶
Click Index for a glossary list of keywords and concepts. Each is a link to the help article where that keyword or concept is defined as it is used in TouchPoint.
Tip
The Index is a good place to look first.
Recent Updates¶
This is a list of the help articles that have been updated recently. We continually work to improve our documentation, so an updated article does not necessarily describe a new feature. Sometimes we rewrite articles to make the explanation easier to understand or update a screenshot after a minor change.
Releases¶
Click Releases to view the release notes for each TouchPoint version.
Tip
Below the title of each article, a row of links shows where the article is located, for example Home > Miscellaneous > Help Documentation. Click Home to return to the documentation homepage, or click the section name (such as Miscellaneous) to see the other articles in that section.
Contact Support¶
If you do not find what you need in the documentation, return to the Help page tab that opened when you clicked ? Help, and select the Contact Support tab. The following article explains how to get the most from your support request, so we can answer your question as quickly as possible without repeated back-and-forth emails.
See also
Latest Update |
10/22/2026 |
Updated the Help page tabs, documentation search options, and documentation website menu, removed outdated Quick Search and Categories descriptions, and replaced outdated screenshots.