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Kakaretso ya ditataiso

Kakaretso ya ditataiso

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.

Tataiso ya onboarding Tataiso ya interface Ditlhoko tsa KYC

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

Google Workspace

Hokela Gmail kapa Google Workspace ho DynamicMail

Hokela lebokose la hao la mangolo la Gmail ya motho ka mong kapa la Google Workspace, tlisa ditokomane tse tshehetswang tse hoketsweng mangolong, mme o utlwisise phihlello ya ho bala feela, ho kgaola kgokelo le dikopi tse bolokilweng.

Bala tataiso ya ho hokela Gmail

Google Workspace

Hokela Google Drive ho Data Room ya DynamicMail

Hokela Google Drive, kgetha diseting tsa ho amahanya, hlahloba tse jarollotsweng, mme o utlwisise phihlello e pharaletseng ya Drive, ho kenya difaele, ho arolelana, ho kgaola kgokelo le dikopi tse bolokilweng.

Bala tataiso ya ho hokela Google Drive

Guide

Tataiso ya onboarding

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

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Guide

Tataiso ya interface

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

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Guide

Tataiso ya boitsebiso

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

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Guide

Gmail and Tataiso ya accounting

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

Tataiso ya Agents and Tataiso ya Credits

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

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Related policy

Ditlhoko tsa 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