Panoramica guide
Panoramica guide
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
Collegare Gmail o Google Workspace a DynamicMail
Colleghi la sua casella personale Gmail o Google Workspace, importi gli allegati contenenti documenti supportati e comprenda l'accesso in sola lettura, la disconnessione e la conservazione delle copie.
Legga la guida al collegamento di GmailGoogle Workspace
Collegare Google Drive a una Data Room di DynamicMail
Colleghi Google Drive, scelga le impostazioni di sincronizzazione, verifichi i file scaricati e comprenda l'accesso esteso a Drive, i caricamenti, la condivisione, la disconnessione e la conservazione delle copie.
Legga la guida al collegamento di Google DriveGuide
Guida onboarding
Move from invite email and Google session to activation and the first inbox handoff.
Open guideGuide
Guida interfaccia
Find the first workspace surfaces, data rooms, admin entry points, and support references.
Open guideGuide
Guida identità
Understand admin identity, country fields, Google verification, and Swedish add-on checks.
Open guideGuide
Gmail and Guida contabilità
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
Guida Agents and Guida crediti
Understand Data Rooms agent entry points, room context, credit balances, grants, and software credits.
Open guideRelated policy
Requisiti 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