QuoteAnywhere - API Permissions for Generating Documents


QuoteAnywhere cannot generate contract documents because the API that is trying to reach the report files does not have access to that folder.


QuoteAnywhere will need access to the Reports folder in order to generate documents.  If you're not sure where your Reports folder is located, you can find the path in WeEstimate -> Program Options -> Environment -> Reports -> Reports Location.

Next, check what Application Pool the QuoteAnywhere site is using.  This can be found in IIS -> QuoteAnywhere 2.0 API site -> Basic Settings ... -> Application Pool.

Next, go to Application Pools -> [App Pool the QA2 site is using] -> Advanced Settings -> Identity.  Enter credentials that have access to the Report Folder.  A specific user is required to authenticate for the folder.

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