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Ħarsa ġenerali tal-gwidi

Ħarsa ġenerali tal-gwidi

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.

Gwida għall-onboarding Gwida tal-interface Rekwiżiti KYC

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

Google Workspace

Qabbad Gmail jew Google Workspace ma’ DynamicMail

Qabbad il-kaxxa postali personali ta’ Gmail jew ta’ Google Workspace tiegħek, importa dokumenti mehmuża appoġġjati, u ifhem l-aċċess għall-qari biss, l-iskonnessjoni u l-kopji miżmuma.

Aqra l-gwida tal-konnessjoni ta’ Gmail

Google Workspace

Qabbad Google Drive ma’ Data Room ta’ DynamicMail

Qabbad Google Drive, agħżel is-settings tas-sinkronizzazzjoni, irrevedi t-tniżżil, u ifhem l-aċċess wiesa’ għal Drive, it-tlugħ, il-kondiviżjoni, l-iskonnessjoni u l-kopji miżmuma.

Aqra l-gwida tal-konnessjoni ta’ Google Drive

Guide

Gwida għall-onboarding

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

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Guide

Gwida tal-interface

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

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Guide

Gwida tal-identità

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

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Guide

Gmail and Gwida tal-kontabilità

Plan Gmail as a document source and follow accounting setup after onboarding.

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Guide

Data Rooms guide

Understand room access, intended documents, selected Google Drive files, and review boundaries.

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Guide

Gwida tal-Agents and Gwida tal-credits

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

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Related policy

Rekwiżiti KYC

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