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Giden ikuspegi orokorra

Giden ikuspegi orokorra

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.

Onboarding gida Interfazearen gida KYC eskakizunak

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

Google Workspace

Konektatu Gmail edo Google Workspace DynamicMail-era

Konektatu zure Gmail posta-kutxa pertsonala edo Google Workspace posta-kutxa, inportatu onartutako dokumentu-eranskinak eta ulertu irakurtzeko soilik den sarbidea, deskonexioa eta gordetako kopiak.

Irakurri Gmail konektatzeko gida

Google Workspace

Konektatu Google Drive DynamicMail Data Room batera

Konektatu Google Drive, aukeratu sinkronizazio-ezarpenak, berrikusi deskargak eta ulertu Drive sarbide zabala, igoerak, partekatzea, deskonexioa eta gordetako kopiak.

Irakurri Google Drive konektatzeko gida

Guide

Onboarding gida

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

Open guide

Guide

Interfazearen gida

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

Open guide

Guide

Identitate-gida

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

Open guide

Guide

Gmail and Kontabilitate-gida

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.

Open guide

Guide

Agenteen gida and Kredituen gida

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

Open guide

Related policy

KYC eskakizunak

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