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[No QA] Docs updates for E/A#90936 Update wallet Cards section label in help docs#91364

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[No QA] Docs updates for E/A#90936 Update wallet Cards section label in help docs#91364
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Summary

  • Updates help site articles to reflect the Wallet section header rename from Assigned cards to Cards (per Update wallet Assigned Cards copy #90936)
  • Affected articles:
    • Connect-Personal-Cards.md — updated 2 references
    • Manage-Personal-Cards.md — updated 4 references (including keywords)
    • Import-Personal-Card-Transactions-From-a-Spreadsheet.md — updated 1 reference

Test plan

  • Verify all references to the Wallet section now say Cards instead of Assigned cards
  • Confirm the updated articles render correctly on the help site

… to Cards

The wallet section header was renamed from "Assigned cards" to "Cards" in
#90936. Update help site articles that reference this UI label
to match the new copy.

Co-authored-by: Maruf Sharifi <marufsharifi@users.noreply.github.com>
@MelvinBot MelvinBot added the HelpDot Apply this label if the issue relates to ExpensifyHelp label May 21, 2026
@MelvinBot MelvinBot mentioned this pull request May 21, 2026
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@stephanieelliott stephanieelliott self-assigned this May 22, 2026
@stephanieelliott stephanieelliott marked this pull request as ready for review May 27, 2026 04:56
@stephanieelliott stephanieelliott self-requested a review as a code owner May 27, 2026 04:56
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HelpDot Documentation Review

Overall Assessment

This PR is a straightforward UI terminology update across three help articles, renaming Assigned cards to Cards to match a Wallet section header change (per #90936). The changes are minimal, consistent, and correctly applied across all affected references including body text, step instructions, and YAML keywords.

Scores Summary

  • Readability: 9/10 - All changes maintain clear, scannable step formatting. One pre-existing issue in Import-Personal-Card-Transactions-From-a-Spreadsheet.md has duplicate step numbering (steps 3 and 3, then 5), but this is not introduced by the PR.
  • AI Readiness: 9/10 - Keywords in Manage-Personal-Cards.md were correctly updated from "assigned cards" to "cards" to match the new UI label, preserving search accuracy. YAML metadata including internalScope is present and appropriate in the affected file.
  • Style Compliance: 10/10 - The changes correctly follow naming conventions: the new label Cards is bolded, uses exact UI terminology, and matches the product change. No prohibited language introduced.

Key Findings

  • All seven references to "Assigned cards" have been consistently updated to "Cards" across three files.
  • The keyword array in Manage-Personal-Cards.md was also updated, which is good practice for maintaining AI retrieval accuracy.
  • Pre-existing issue (not introduced by this PR): Import-Personal-Card-Transactions-From-a-Spreadsheet.md has a duplicate step 3 (lines with different leading whitespace) and skips step 4. This should be addressed in a separate PR.

Recommendations

  • Consider filing a follow-up to fix the duplicate step numbering in Import-Personal-Card-Transactions-From-a-Spreadsheet.md.
  • No blocking issues with the proposed changes.

Files Reviewed

  • docs/articles/new-expensify/connect-credit-cards/Connect-Personal-Cards.md -- 2 references updated, clean
  • docs/articles/new-expensify/connect-credit-cards/Import-Personal-Card-Transactions-From-a-Spreadsheet.md -- 1 reference updated, clean (pre-existing step numbering issue noted)
  • docs/articles/new-expensify/connect-credit-cards/Manage-Personal-Cards.md -- 4 references updated (including keywords), clean

This is a low-risk terminology alignment PR. No inline comments needed -- all changes are correct and consistent.

Comment thread docs/articles/new-expensify/connect-credit-cards/Connect-Personal-Cards.md Outdated
Comment thread docs/articles/new-expensify/connect-credit-cards/Manage-Personal-Cards.md Outdated
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HelpDot Documentation Review

Overall Assessment

This PR is a focused terminology update, renaming Assigned cards to Cards across three help articles to match a UI change (per #90936). The changes are minimal, consistent, and correctly applied -- including updating the keywords metadata in Manage-Personal-Cards.md.

Scores Summary

  • Readability: 9/10 - All changes are clear, concise, and maintain the existing step-by-step structure. No new awkward phrasing introduced.
  • AI Readiness: 9/10 - Keywords metadata was properly updated to replace "assigned cards" with "cards" in Manage-Personal-Cards.md. YAML frontmatter (title, description, keywords, internalScope) remains intact across all files.
  • Style Compliance: 10/10 - The rename aligns with the core UI referencing rule: "Use the exact text shown in the product UI." Bold formatting is correctly applied to the new Cards label. No prohibited language or naming convention violations.

Key Findings

  • All seven references to "Assigned cards" / "Assigned Cards" have been correctly updated to "Cards" across the three affected files.
  • The keyword array in Manage-Personal-Cards.md was also updated, which is good attention to detail for search and retrieval.
  • One pre-existing issue noticed (not introduced by this PR): Import-Personal-Card-Transactions-From-a-Spreadsheet.md has a duplicate step 3 (lines with different leading whitespace) and misnumbered step 5. This is out of scope for this review but worth noting for a follow-up fix.

Recommendations

  • No blocking changes needed for this PR -- the terminology updates are correct and complete.
  • Consider a follow-up PR to fix the pre-existing duplicate step numbering in Import-Personal-Card-Transactions-From-a-Spreadsheet.md.

Files Reviewed

  • Connect-Personal-Cards.md -- 2 references updated; clean.
  • Import-Personal-Card-Transactions-From-a-Spreadsheet.md -- 1 reference updated; clean (pre-existing step numbering issue noted).
  • Manage-Personal-Cards.md -- 4 references updated (including keywords metadata); clean.

Comment thread docs/articles/new-expensify/connect-credit-cards/Manage-Personal-Cards.md Outdated
@stephanieelliott stephanieelliott changed the title Docs updates for E/A#90936 Update wallet Cards section label in help docs [No QA] Docs updates for E/A#90936 Update wallet Cards section label in help docs May 28, 2026
…nal-Cards.md

Co-authored-by: github-actions[bot] <41898282+github-actions[bot]@users.noreply.github.com>
Co-authored-by: github-actions[bot] <41898282+github-actions[bot]@users.noreply.github.com>
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@stephanieelliott stephanieelliott requested a review from a team May 28, 2026 03:11
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melvin-bot Bot commented May 28, 2026

Concierge reviewer checklist:

  • I have verified the accuracy of the article
    • The article is within a hub that makes sense, and the navigation is correct
    • All processes, screenshots, and examples align with current product behavior.
    • All links within the doc have been verified for correct destination and functionality.
  • I have verified the readability of the article
    • The article's language is clear, concise, and free of jargon.
    • The grammar, spelling, and punctuation are correct.
    • The article contains at least one image, or that an image is not necessary
  • I have verified the formatting of the article
    • The article has consistent formatting (headings, bullet points, etc.) with other HelpDot articles and that aligns with the HelpDot formatting standards.
    • The article has proper text spacing and breaks for readability.
  • I have verified the article has the appropriate tone and style
    • The article's tone is professional, friendly, and suitable for the target audience.
    • The article's tone, terminology, and voice are consistent throughout.
  • I have verified the overall quality of the article
    • The article is not missing any information, nor does it contain redundant information.
    • The article fully addresses user needs.
  • I have verified that all requested improvements have been addressed

For more detailed instructions on completing this checklist, see How do I review a HelpDot PR as a Concierge Team member?

cc @greg-schroeder

@melvin-bot melvin-bot Bot requested a review from greg-schroeder May 28, 2026 03:11
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melvin-bot Bot commented May 28, 2026

@greg-schroeder Please copy/paste the Reviewer Checklist from here into a new comment on this PR and complete it. If you have the K2 extension, you can simply click: [this button]

@melvin-bot melvin-bot Bot removed the request for review from a team May 28, 2026 03:11
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