Attach files from OneDrive/SharePoint

You can link files directly from Microsoft OneDrive or SharePoint in projects, tasks, or status reports.

What does "linked" mean?

• The file will (with appropriate access) open in the OneDrive/SharePoint web viewer when clicked and can also be edited there.

• Changes to the file (e.g. in OneDrive/SharePoint or Teams) automatically stay up to date in smenso – smenso always points to the latest version.

  

Link a file

1. Open the project, task, or status report to which you want to add the file.
2. Go to the Files section.

3. Select OneDrive/SharePoint.

   

4. Select the file in the Microsoft selection dialog and confirm.

Where can I find the file afterwards?

The file appears as an attachment in the respective element (project/task/status report) and can also be found in the Files tab of the project (provided you have the necessary permissions).

First-time use (popup / permission)

When used for the first time, you will be redirected to Microsoft in a new browser window to grant permission to access your OneDrive/SharePoint. If your browser blocks popups, you must actively allow the request.

Permissions & visibility

When attaching from OneDrive/SharePoint, the file automatically receives the following permissions:

• The file is shared only within your own Microsoft 365 organization.
• The file is editable for members of the organization.

This means: members (or guests) can only open the file in smenso if they are also a member of the Microsoft 365 organization from which the file was shared. The permission to access OneDrive/SharePoint can – depending on Microsoft organization privileges – be granted only for you or for the entire organization.

FAQ & Troubleshooting

Linked file won't open

Check if you have access in Microsoft 365 (organization/sharing).

Nothing happens when clicking / dialog doesn't open

A popup blocker can prevent the Microsoft redirect or the login/consent dialog. Allow popups for smenso in your browser and try again.

Link appears "broken" after renaming or moving

Depending on the Microsoft link type, this can happen. In that case, link the file again.