Aperçu des guides
Aperçu des guides
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
Connecter Gmail ou Google Workspace à DynamicMail
Connectez votre boîte mail Gmail personnelle ou Google Workspace, importez les documents joints pris en charge et comprenez l’accès en lecture seule, la déconnexion et la conservation des copies.
Lire le guide de connexion à GmailGoogle Workspace
Connecter Google Drive à une Data Room DynamicMail
Connectez Google Drive, choisissez les paramètres de synchronisation, vérifiez les téléchargements et comprenez l’accès étendu à Drive, les envois, le partage, la déconnexion et la conservation des copies.
Lire le guide de connexion à Google DriveGuide
Guide d’onboarding
Move from invite email and Google session to activation and the first inbox handoff.
Open guideGuide
Guide de l’interface
Find the first workspace surfaces, data rooms, admin entry points, and support references.
Open guideGuide
Guide d’identité
Understand admin identity, country fields, Google verification, and Swedish add-on checks.
Open guideGuide
Gmail and Guide comptable
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
Guide des Agents and Guide des crédits
Understand Data Rooms agent entry points, room context, credit balances, grants, and software credits.
Open guideRelated policy
Exigences 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