Oppaiden yleiskatsaus
Oppaiden yleiskatsaus
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
Yhdistä Gmail tai Google Workspace DynamicMailiin
Yhdistä henkilökohtainen Gmail- tai Google Workspace -postilaatikkosi, tuo tuettuja asiakirjaliitteitä ja tutustu vain luku -käyttöoikeuteen, yhteyden katkaisemiseen ja säilytettäviin kopioihin.
Lue Gmail-yhteyden opasGoogle Workspace
Yhdistä Google Drive DynamicMailin Data Room -tilaan
Yhdistä Google Drive, valitse synkronointiasetukset, tarkista lataukset ja tutustu laajaan Drive-käyttöoikeuteen, lähetyksiin, jakamiseen, yhteyden katkaisemiseen ja säilytettäviin kopioihin.
Lue Google Drive -yhteyden opasGuide
Käyttöönotto-opas
Move from invite email and Google session to activation and the first inbox handoff.
Open guideGuide
Käyttöliittymäopas
Find the first workspace surfaces, data rooms, admin entry points, and support references.
Open guideGuide
Henkilöllisyysopas
Understand admin identity, country fields, Google verification, and Swedish add-on checks.
Open guideGuide
Gmail and Kirjanpito-opas
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-opas and Credits-opas
Understand Data Rooms agent entry points, room context, credit balances, grants, and software credits.
Open guideRelated policy
KYC-vaatimukset
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