Receive, review, sign, deliver, and hand off documents

Create document templates and send business letters from one workflow.

• Describe the letter you need and use template assistance to draft an A4 PDF layout with a header, page numbers, and reusable personal fields.
• DynamicMail detects template fields, connects them to configured API or webhook data, and shows a PDF preview before sending.
• Attach supporting files; DynamicMail counts pages and file size, then prepares the combined document for delivery.

Prepare scenario-based batches for selected recipients.

• Filter recipients with labels, choose a scenario template, review dynamic fields, and add attachments.
• DynamicMail fills selected data, prepares PDFs, and sends through configured digital, email, or secure delivery paths with delivery-state and retry visibility.

Track outbound documents with shared delivery states when a connected channel reports them.

• Use states such as created, sent, delivered or opened, returned, and failed only where the delivery path supports them.
• Keep channel selection, delivery records, retry visibility, and follow-up in the same send workflow.
• Keep signing status separate from delivery status; identity and signature steps stay in the signing workflow.

Import document-bearing Gmail messages and attachments through read-only access, plus supported letters and invoices from inbound channels, into the tenant inbox for review.

• Text extraction reads document pages and turns recognized content into suggested fields for reviewer confirmation.
• Sender, amount, due date, and payment reference stay with the document for accounting handoff after review.
• Imported messages, attachments, and PDFs become searchable in DynamicMail for follow-up, filtering, and AI-assisted review.

• Scanned PDFs can be identified, split when needed, and stored as separate inbound records for review.
• Import, extraction, retry, and correction steps stay visible in the workspace.
• Errors stay in the review flow so the team can retry or correct the document workflow before handoff.
• Result: clearer matching support, reviewed accounting handoff context, and logged review steps.

Prepare signing requests with the configured identity method, keep each party's role visible, and track the request until the final package is ready.

• Start from a prepared PDF or agreement; recipients review it, verify identity with the configured method, and sign electronically.
• BankID identity and signing are shown only for supported Swedish workflows.
• After all required parties sign, DynamicMail keeps the original document with a signing protocol for review and archiving.
• Track signing states separately from delivery states, including active, generating, and completed where the signing service reports them.
• Signer and delegate roles stay attached to each party for review and completion.
• Cancel a signing request before completion when the configured signing service supports it.

• Signers sign in their own capacity, such as an employee signing an employment agreement.
• Delegates sign as an organization representative, such as a manager signing for a company.
• Parties do not need a local digital mailbox account; identity verification and signing run in the configured secure flow.

Import a payment file; DynamicMail reads rows, normalizes amounts, identifies OCR references when present, and suggests matches to open document records for review.

• Potential duplicate imported rows are flagged and totals are recalculated for reviewer confirmation.
• Review rows show imported payment status such as Unpaid, Partially Paid or Fully Paid with clear color cues.

DynamicMail's current payment-status review does not execute payments. For an enabled Intuit-hosted payment option, Payment services are provided by Intuit Payments Inc.

• Large review lists stay navigable during payment-status checks.
• Payment-status data refreshes from the imported workflow state while the review list is open.
• Reviewers can compare imported paid and remaining totals before handoff.