Visão geral dos guias
Visão geral dos guias
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
Conecte Gmail ou Google Workspace ao DynamicMail
Conecte sua caixa de e-mail pessoal do Gmail ou do Google Workspace, importe anexos de documentos compatíveis e entenda o acesso somente leitura, a desconexão e as cópias mantidas.
Leia o guia de conexão com o GmailGoogle Workspace
Conecte o Google Drive a um Data Room do DynamicMail
Conecte o Google Drive, escolha as configurações de sincronização, confira os downloads e entenda o acesso amplo ao Drive, os uploads, o compartilhamento, a desconexão e as cópias mantidas.
Leia o guia de conexão com o Google DriveGuide
Guia de onboarding
Move from invite email and Google session to activation and the first inbox handoff.
Open guideGuide
Guia da interface
Find the first workspace surfaces, data rooms, admin entry points, and support references.
Open guideGuide
Guia de identidade
Understand admin identity, country fields, Google verification, and Swedish add-on checks.
Open guideGuide
Gmail and Guia de contabilidade
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
Guia de agentes and Guia de créditos
Understand Data Rooms agent entry points, room context, credit balances, grants, and software credits.
Open guideRelated policy
Requisitos 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