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FAQs

Desktop Agent

Installing and configuring the Windows Desktop Upload Agent — what it does, what folders it watches, what happens when it fails.

Desktop Agent

What does the Desktop Agent do?

A small Windows app that watches a folder on your PC (or network share) and auto-uploads any document placed in it. Runs in the system tray, survives reboots, retries on failure.

How do I install it?

Download PapyrusAgent-Setup.exe from your tenant's Settings page. Run it, choose install location (default %LOCALAPPDATA%), optionally enable “Start with Windows”.

Does it need admin rights?

Default install is per-user, no admin required. For org-wide installs (e.g., on a file server), admin rights are needed.

What folders should I watch?

Common choices:

  • A dedicated C:\PapyrusUploads\ folder you train staff to save to
  • The shared drive root (read-only watch + auto-upload from a designated Inbox sub-folder)
  • A scanner's “Scan to folder” destination

Avoid watching Downloads (everything you download ends up in Papyrus).

How does auto-tagging work?

Sub-folder names become tags. Sales\2026-Q1\invoice.pdf is tagged Sales, 2026-Q1.

What if a file fails to upload?

After 5 retries, it's moved to a .error/ sub-folder in your watch folder with a reason logged. Common reasons: network outage, file lock (someone else has the file open), file too large, duplicate hash.

Can I pause uploads temporarily?

Yes. Right-click the tray icon → Pause. Files keep queuing locally; uploads resume when you unpause.

How do I see what's been uploaded?

Right-click tray → Open Dashboard. Shows queued / uploading / completed / failed with the last 50 items.

Can I run multiple Agents on different folders?

One Agent per Windows user account, but you can configure it to watch multiple folders (each with its own default classification and tags).

Mac / Linux support?

Not currently. The Desktop Agent is Windows-only. Mac users use the web app + mobile app; Linux users use the web app.

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