How SharePoint folders and documents work in projects

Once SharePoint is connected for your workspace (see "Microsoft 365: SharePoint, Teams, and Calendar" for that one-time admin setup), individual projects can link a folder and tasks can carry document links. This article covers how that works day to day, and the one rule that matters most: Current only ever stores a link — never a copy of your files.

There's no folder browser inside Current — you paste a link instead. In SharePoint, open the folder, choose Share, copy the link, and paste it into the project. Current resolves that link through Microsoft using your own account, confirms it's actually a folder (not a file), and saves the folder's name and a reference to it.

1. 1
   Get the folder's link in SharePoint

   Open the folder → Share → Copy link.
2. 2
   Paste it into the project's SharePoint section

   Project managers and admins can link a folder; this lives in the same card as the project's Documents list.
3. 3
   Click Link

   Current opens the link with your own Microsoft account to confirm it's a real, accessible folder, then saves it.
4. 4
   Browse files right from the project

   Expand the folder section to see its files, each one opening straight into SharePoint.

Inside a task, each checklist item has an optional "Link a SharePoint doc" field. Paste a document's link there and a small link icon appears next to that checklist item so anyone on the task can open the document directly — no separate approval or sync step.

Separately, a project also has its own general Documents list — any link, titled however you like, not tied to a specific task. Current automatically tags a pasted link as a SharePoint document if the URL looks like one.

• ＋The project's Documents section — general links added at the project level.
• ＋The project's SharePoint folder section, right below Documents — an expandable file browser for the linked folder.
• ＋Individual checklist items inside a task — a link icon opens that item's attached document.
• ＋The partner portal's Shared documents section — only documents you've explicitly marked visible to partners show up here (the eye icon on the document's row, covered below). The linked SharePoint folder and task checklist links never appear in the partner portal; partner accounts don't get SharePoint access through Current at all.

Sharing is per document and starts off. Every document you add stays internal until someone turns it on, and the switch lives on the document's own row in the project's Documents list.

1. 1
   Open the project's Documents list

   It sits in the same card as the SharePoint folder. You need to be a project manager or a tenant admin; everyone else sees the documents but not the switch.
2. 2
   Hover the document's row

   An eye icon appears next to Remove. A crossed-out eye means internal only. A solid green eye means it is shared with partners.
3. 3
   Click the eye to share it

   The switch saves straight away, with no Save button. Click it again to make the document internal again.
4. 4
   Check the portal

   The document shows up under Shared documents for every partner who is a member of that project, on their next page load.

Current stores a title and a link — a reference to where the file lives in SharePoint, not the file itself. There's no upload, no copy, and no separate storage of your content anywhere in Current. Every file you see listed opens directly in SharePoint in a new tab.

Linking a folder or document in Current never changes who can open it in SharePoint. Every time Current lists a folder's files or resolves a link, it does so using the connected person's own Microsoft account — not a shared service connection. That cuts both ways: you can only link a folder you can already open yourself, and a teammate who clicks a linked document in Current still needs their own real SharePoint access to open it. If someone can't open a file, that's a SharePoint permissions question, not a Current one — Current has no way to grant access on your behalf.

Removing a project's SharePoint folder link, a Documents entry, or a task's document link only removes the reference inside Current. Nothing happens to the file or folder in SharePoint — it isn't deleted, moved, or altered. Unlinking a project's folder asks you to confirm first; removing an item from the Documents list or a task checklist does not.