Epicor Web Access and Sharepoint Online

I searched on the forums but could not find an answer.

We are standardising on using SharePoint online for company wide document management. We have activated document storage and can use it from the desktop client but we are getting a strange message adding attachments through Epicor Web Access to sharepoint. “CreateDocumentFolderFailed 403: forbidden” which suggests an authentication/authorisation problem.

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More detail on our setup: Using SharePoint online with File transfer Using Service using a service account that is an owner of the site. Instance Epicor 10.2.200.14 if that is relevant. Our support provider has not come across this error before. We can use file folder storage from EWA and the client so attachments do work in general from EWA and uploads from the client work to sharepoint so it’s not an authentication problem with the service account.

EWA appears to fail to authenticate correctly using sharepoint online

Any suggestions greatly appreciated.

Hello Paul,

We never had luck with the file transfer service. We use Client security and that works. Our SharePoint Admin has to create the folder for us. He logged into Epicor and clicked the Create folder button and it worked for him even though I was admin for the site the document library is in.

Welcome to EpiUsers.help!

Mark W.

BTW, one advantage of the client security model is that you know exactly who added the document. :slight_smile:

Same should be with file transfer. You specify credentials for user who can create folders and document types. Then create company folder and document types using that credentials.

Maybe there’s a difference with Public Cloud users? We, nor Support, was ever able to create the folder using File Transfer Service.

We have seen the same with DocStar.

I don;t think it is allowed for Public Cloud. Only client side copy was enabled.
Though it could be changed recently.

Thanks - it works through the desktop client fine so the account having permission should not be the issue - I’ll trial with user credentials but I really don’t want users to have access to upload files directly to that site/library.

I didn’t mention we don’t use the public cloud service but host on our own servers. Thanks for the input so far - I’m going to spend some time seeing if the sharepoint logs can point to and issue (lost credentials etc) and trial using user credential