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Isirhunyezo semihlahlandlela

Isirhunyezo semihlahlandlela

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.

Umhlahlandlela wokungenisa Umhlahlandlela we-interface Iimfuneko ze-KYC

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

Google Workspace

Hlanganisa i-Gmail namkha i-Google Workspace ne-DynamicMail

Hlanganisa ibhokisi lakho leposo le-Gmail yomuntu mathupha namkha le-Google Workspace, ngenisa iinamathiselo zemitlolo ezisekelwako, begodu uzwisise ukufikelela kokufunda kwaphela, ukuhlukanisa namakhophi agcinwako.

Funda umhlahlandlela wokuhlanganisa i-Gmail

Google Workspace

Hlanganisa i-Google Drive ne-Data Room ye-DynamicMail

Hlanganisa i-Google Drive, khetha amasethingi wokuvunyelaniswa, hlola okulandiweko, begodu uzwisise ukufikelela okubanzi ku-Drive, ukulayitjha, ukwabelana, ukuhlukanisa namakhophi agcinwako.

Funda umhlahlandlela wokuhlanganisa i-Google Drive

Guide

Umhlahlandlela wokungenisa

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

Open guide

Guide

Umhlahlandlela we-interface

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

Open guide

Guide

Umhlahlandlela wobuwena

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

Open guide

Guide

Gmail and Umhlahlandlela we-accounting

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

Umhlahlandlela wama-Agents and Umhlahlandlela wama-credits

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

Open guide

Related policy

Iimfuneko ze-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