Επισκόπηση οδηγών
Επισκόπηση οδηγών
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.
Google Workspace
Συνδέστε το Gmail ή το Google Workspace με το DynamicMail
Συνδέστε το προσωπικό σας γραμματοκιβώτιο Gmail ή το γραμματοκιβώτιό σας Google Workspace, εισαγάγετε υποστηριζόμενα συνημμένα έγγραφα και κατανοήστε την πρόσβαση μόνο για ανάγνωση, την αποσύνδεση και τη διατήρηση αντιγράφων.
Διαβάστε τον οδηγό σύνδεσης του GmailGoogle Workspace
Συνδέστε το Google Drive με ένα Data Room του DynamicMail
Συνδέστε το Google Drive, επιλέξτε ρυθμίσεις συγχρονισμού, ελέγξτε τις λήψεις και κατανοήστε την ευρεία πρόσβαση στο Drive, τις μεταφορτώσεις, την κοινή χρήση, την αποσύνδεση και τη διατήρηση αντιγράφων.
Διαβάστε τον οδηγό σύνδεσης του Google DriveGuide
Οδηγός onboarding
Move from invite email and Google session to activation and the first inbox handoff.
Open guideGuide
Οδηγός interface
Find the first workspace surfaces, data rooms, admin entry points, and support references.
Open guideGuide
Οδηγός ταυτότητας
Understand admin identity, country fields, Google verification, and Swedish add-on checks.
Open guideGuide
Gmail and Οδηγός accounting
Plan Gmail as a document source and follow accounting setup after onboarding.
Open guideGuide
Data Rooms guide
Understand room access, intended documents, selected Google Drive files, and review boundaries.
Open guideGuide
Οδηγός Agents and Οδηγός credits
Understand Data Rooms agent entry points, room context, credit balances, grants, and software credits.
Open guideRelated policy
Απαιτήσεις KYC
Public requirements page for the identity and review topics referenced by the guides.
Open pageStart 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