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Juhendite ülevaade

Juhendite ülevaade

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.

Kasutuselevõtu juhend Kasutajaliidese juhend KYC nõuded

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

Google Workspace

Ühendage Gmail või Google Workspace DynamicMailiga

Ühendage oma isiklik Gmaili või Google Workspace’i postkast, importige toetatud dokumendimanused ning tutvuge kirjutuskaitstud juurdepääsu, ühenduse katkestamise ja säilitatavate koopiatega.

Lugege Gmaili ühendamise juhendit

Google Workspace

Ühendage Google Drive DynamicMaili Data Roomiga

Ühendage Google Drive, valige sünkroonimisseaded, vaadake allalaadimised üle ning tutvuge Drive’i laiaulatusliku juurdepääsu, üleslaadimise, jagamise, ühenduse katkestamise ja säilitatavate koopiatega.

Lugege Google Drive’i ühendamise juhendit

Guide

Kasutuselevõtu juhend

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

Open guide

Guide

Kasutajaliidese juhend

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

Open guide

Guide

Identiteedi juhend

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

Open guide

Guide

Gmail and Raamatupidamise juhend

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

Agentide juhend and Krediitide juhend

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

Open guide

Related policy

KYC nõuded

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