TA Documents Agent 2.x (current)

System Requirements

Hardware	Value	Note
Memory	Min. 1 GB	Dedicated RAM for agent
Hard disk space	Min. 500 MB free	For installation of the application and logs
Processor	x86 (32-bit) or x64 (64-bit)
Resolution	Min. 1024 x 768

Operating system	Version
Windows 10.x
Windows 11.x
Windows Server 2019	Standard Edition 64 Bit Datacenter 64 Bit
Windows Server 2022	Standard Edition 64 Bit Datacenter 64 Bit

Installation files

Version	Download
v2.7.0	TA Documents Agent v2.7.0

IP addresses and domains

If you or your organization uses restrictive firewall or proxy server settings, you or your network administrator may need to allow specific domains and IP address ranges to ensure that Triumph-Adler Cloud products and related services function as expected.

For detailed information, refer to: IP Addresses and Domains.

Navigation

Connection Tab

Access and Refresh tokens are required. These tokens can be created via Token Management. A token can include multiple permissions (for example, for both Classification and eInvoice subscriptions).

configuration without proxy

configuration with proxy

Field	Description
Status	Offline - not connected to the service Online - connected to the service and configuration is valid Connecting - connecting to the service Configuration invalid - connected to the service but the configuration is invalid (see Configuration Tab)
URL	URL of the linked environment (production or staging). For selection of the environment, see Command line parameters
Access token	Access token generated via the Cloud Manager. The token is valid for 15 minutes.
Refresh token	Refresh token generated via the Cloud Manager. The token is valid for 30 days.
Proxy	Proxy mode (“manual” or “use system proxy”)
Proxy URL	URL and port of the proxy server e.g. http://proxy:8080
Proxy Username	Username for authentication with the proxy server (3 notations = “user@test.ag”, “test\user”, “user”)
Proxy Password	Password for authentication with the proxy server

Configuration Tab

Folder Configuration

The Folder Configuration section contains two tabs. Use these tabs to define folders for the respective document types:

• Invoices – Specify the folder used to upload invoice and electronic invoice documents.
• Delivery Notes – Specify the folder used to upload delivery note documents. The following formats are currently supported:

Invoices (TA Invoice Skill)	eInvoices (TA eInvoice Skill)	Delivery Notes (TA Delivery Note Skill)
PDF	XRechnung - XML ZUGFeRD/Factur-X – PDF Peppol BIS Billing - XML Please note eInvoice formats for more details.	PDF

folder configuration

SMB configuration

info

Once the client is connected to the service, the configuration tabs (Invoices, Delivery Notes) are automatically displayed based on the active subscription.

Field	Description
Upload path	Upload folder (documents are uploaded from this folder). A UNC path is supported.
Upload path type	Upload path type: retrieving documents from a local folder of the Windows (Folder) retrieving documents from a shared folder using the SMB protocol (SMB)
SMB Username	Username for authentication with SMB
SMB Password	Password for authentication with SMB
Download locally	This option activates the download of classified/extracted documents (JSON and PDF file); for eInvoices an original document and generated PDF will be downloaded.
Download path	Download folder (classified/extracted documents are downloaded to this folder). A UNC path is supported.
Skip integrations	This option deactivates the transfer of classified/extracted documents to the “yuuvis RAD” service.

Subscriptions Tab

The available subscriptions are determined by the token used to connect to the server. If the eInvoice and/or Classification subscriptions are not shown, generate a new token.

Field	Description
Validity	Expiration date of the subscription.
Scanned pages	Total number of pages scanned in the current month.
Scanned documents	Total number of documents scanned in the current month.

Info Tab

info

When contacting support, please provide the version of the client you are using.

Field	Description
Product	Name of the product
Version	Version of the product
Manufacturer	Manufacturer of the product

Tray Menu

Navigation entries	Description
Quit	Exit program

Command-Line parameters

Parameter	Type	Default	Description
--log-debug	bool	false	Activate debug mode
--stage	bool	false	If set to true, the staging URL is used.
--url	string	""	If specified, is used as the server URL.

Logging

The client log file logs.txt is located in the folder %AppData%\TA Documents Agent\logs.

Log Retention

• Once the log file reaches 100 MB, a backup file named logs-timestamp.log is created.
• Backup files older than 28 days are deleted automatically.
• Up to three backup files are retained.

Status Codes

Code	Description
200	OK
400	Bad request
401	Unauthorized
500	Internal server error

Changelog

Version	Date	Description
v2.7.0	29.12.2025	Feat add support for Universal Metadata
v2.6.0	14.11.2025	Feat use UUIDs for documents
v2.5.0	19.09.2025	Feat Updated branding with new colors and logo Fix Folder selection button now remembers and opens the last entered folder in the dialog Prevented reuse of the same upload paths for Invoices and Delivery Notes
v2.4.0	22.05.2025	Feat Only files that can be deleted, will be uploaded (permissions check)
v2.3.0	01.04.2025	Feat username/password not required for proxy Fix change UNC regex
v2.2.0	13.03.2025	Feat invoices and eInvoices (XRechnung) will be sent from the same folder and will be automatically identified on the server side
v2.1.0	05.02.2025	Feat eInvoice (XRechnung)
v2.0.1	03.12.2024	Fix PDF file detection is not case insensitive
v2.0.0	30.09.2024	Feat release v2.0.0