Using the Desktop Upload Agent

What the Agent does

The Papyrus Desktop Agent is a small Windows application that:

Watches a folder on your PC (or network share)
Auto-uploads every new document placed there
Handles network outages (queues locally, retries when online)
Sends heartbeats to the server so Admins can see Agent health
Auto-tags documents based on sub-folder names

It runs in the system tray. You barely notice it.

Installing

Download the installer from your tenant's Settings page (or from the Resources download area)
Run PapyrusAgent-Setup.exe
Choose the install location (default: %LOCALAPPDATA%\PapyrusAgent\)
Optionally enable: “Start with Windows”, “Create Desktop shortcut”
Click Install

First-run setup

The first time you launch the Agent:

Enter your Papyrus server URL (e.g., https://yourtenant.papyrus.io)
Sign in with your Papyrus credentials
Choose your Watch Folder (e.g., C:\Users\YourName\PapyrusUploads)
Choose your Default Folder in Papyrus (where uploaded files will land)
Optionally choose a Default Classification (e.g., always classify as “Invoice”)
Click Save

The Agent starts watching. Drop any file into the watch folder — it appears in Papyrus within seconds.

Sub-folder auto-tagging

If your watch folder has sub-folders, the Agent uses the path as automatic tags:

C:\PapyrusUploads\
├── Sales\
│   └── 2026-Q2\
│       └── invoice_001.pdf  → tagged "Sales", "2026-Q2"
└── HR\
    └── New-Hires\
        └── john_contract.pdf → tagged "HR", "New-Hires"

This is the single best way to bulk-import structured archives.

The Agent dashboard

Right-click the tray icon and choose Open Dashboard. You see:

Queue stats — Queued / Uploading / Completed / Failed
Pause button — temporarily stop uploads
Recent activity — last 50 uploads with status
Settings — change watch folder, concurrency, classification

Failed uploads

Files that fail upload after 5 retries are moved to a .error sub-folder in your watch folder. The reason (network, permission, duplicate, file too large) is logged.

Running on a server

For organisations with a central file server, install the Agent on the server itself:

Run as a Windows Service (configure via installer)
Point it at the shared department folders
Tag rules pick up department names from sub-folder paths