Guides overview
Guides overview
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
Connect Gmail or Google Workspace to DynamicMail
Connect your personal Gmail or Google Workspace mailbox, import supported document attachments, and understand read-only access, disconnection and retained copies.
Read the Gmail connection guideGoogle Workspace
Connect Google Drive to a DynamicMail Data Room
Connect Google Drive, choose sync settings, review downloads, and understand broad Drive access, uploads, sharing, disconnection and retained copies.
Read the Google Drive connection guideGuide
Onboarding guide
Move from invite email and Google session to activation and the first inbox handoff.
Open guideGuide
Interface guide
Find the first workspace surfaces, data rooms, admin entry points, and support references.
Open guideGuide
Identity guide
Understand admin identity, country fields, Google verification, and Swedish add-on checks.
Open guideGuide
Gmail and Accounting guide
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
Agents guide and Credits guide
Understand Data Rooms agent entry points, room context, credit balances, grants, and software credits.
Open guideRelated policy
KYC requirements
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