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نظرة عامة على الأدلة

نظرة عامة على الأدلة

Use these guides for account requests and invitations, identity requirements, the workspace interface, Gmail, Data Rooms, accounting, agents, and credits in DynamicMail. Each article describes the next practical step.

دليل التهيئة دليل الواجهة متطلبات اعرف عميلك

Start with onboarding, then use the interface and service guides when you configure workspace features or need support context.

Google Workspace

ربط Gmail أو Google Workspace مع DynamicMail

اربط بريدك الشخصي في Gmail أو بريد Google Workspace، واستورد مرفقات المستندات المدعومة، وتعرّف على الوصول للقراءة فقط وفصل الربط والنسخ المحتفَظ بها.

اقرأ دليل الربط مع Gmail

Google Workspace

ربط Google Drive مع Data Room في DynamicMail

اربط Google Drive واختر إعدادات المزامنة وراجع التنزيلات، وتعرّف على صلاحيات الوصول الواسعة إلى Google Drive والتحميل والمشاركة وفصل الربط والنسخ المحتفَظ بها.

اقرأ دليل الربط مع Google Drive

Guide

دليل التهيئة

Move from invite email and Google session to activation and the first inbox handoff.

Open guide

Guide

دليل الواجهة

Find the first workspace surfaces, data rooms, admin entry points, and support references.

Open guide

Guide

دليل الهوية

Understand admin identity, country fields, Google verification, and Swedish add-on checks.

Open guide

Guide

Gmail and دليل المحاسبة

Plan Gmail as a document source and follow accounting setup after onboarding.

Open guide

Guide

Data Rooms guide

Understand room access, intended documents, selected Google Drive files, and review boundaries.

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Guide

دليل Agents and دليل Credits

Understand Data Rooms agent entry points, room context, credit balances, grants, and software credits.

Open guide

Related policy

متطلبات اعرف عميلك

Public requirements page for the identity and review topics referenced by the guides.

Open page
Start here Choose the right guide The guide index groups the main customer journeys for onboarding, workspace setup, identity, integrations, agents, and credits.

Choose the guide that matches where you are in the customer journey. The onboarding guide is best before activation, while the interface, Gmail, accounting, agents, and credits guides help after the workspace is ready to use.

How to use the guides Open the section you need Each guide is organized as short steps with expandable details and links to related topics.
  • start with the article that matches your current task;
  • open the expansion cards when you need more detailed guidance;
  • use the links in each guide when you need the next related topic.
Support When you need help Contact DynamicMail support if an invite flow, integration, or workspace surface needs manual follow-up.

Support can help with invite status, identity fields, Gmail consent, accounting setup, data room access, agent runs, and credit questions.

support@dynamicmail.ai