[No QA] Update help docs for Release 3 multi-workspace card feed sharing

[MelvinBot]

Explanation of Change

Updates help site documentation for Release 3 of the Universal Feed project (multi-workspace card feed sharing). With Release 3, admins can now link a single card feed to multiple workspaces using the same settlement account, rather than needing separate feeds and bank accounts per workspace.

Changes:

• Set-Up-and-Manage-the-Expensify-Card.md:

  • Added a note in Step 2 explaining that admins can select an existing Expensify Card feed from another workspace instead of connecting a new bank account
  • Updated the FAQ answer for "Can I use Expensify Cards across multiple workspaces?" to reflect that workspaces can now share a single feed and settlement account (previously stated each workspace needed its own settlement account)

• Company-Card-Settings.md:

  • Updated the "Remove the card connection" description to reflect new unlinking behavior: removing a feed from a workspace now unlinks it and removes that workspace's members, rather than deleting the entire feed — unless it is the last linked workspace

Fixed Issues

$ https://github.com/Expensify/Expensify/issues/590511

Tests

• Verified markdown renders correctly
• No new UI elements introduced — changes are documentation-only
• Confirmed all UI labels match existing article conventions

Web QA

Documentation-only change. QA should verify the updated articles render correctly on the help site.

Mobile QA

No mobile QA — documentation-only change.

[OSBotify]

A preview of your ExpensifyHelp changes have been deployed to https://430ce0dd.helpdot.pages.dev ⚡️

Updated articles:

• articles/new-expensify/connect-credit-cards/Company-Card-Settings
• articles/new-expensify/expensify-card/Set-Up-and-Manage-the-Expensify-Card

[MelvinBot]

Fixed the failing spellcheck: typo workspce → workspace in Company-Card-Settings.md (line 5). Also corrected the frontmatter key from internalSCope → internalScope.

[melvin-bot]

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cc @NicMendonca

[melvin-bot]

@NicMendonca 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]

[github-actions]

HelpDot Documentation Review

Overall Assessment

This PR updates two help articles to support Release 3 of the Universal Feed project (multi-workspace card feed sharing). The changes are well-scoped and structurally sound. The most significant work is in Company-Card-Settings.md, which receives a heading restructure, new YAML metadata, and clearer content formatting. Set-Up-and-Manage-the-Expensify-Card.md receives targeted additions to describe the new multi-workspace feed sharing behavior. Both sets of changes bring the articles closer to governance compliance.

Scores Summary

• Readability: 9/10 - The restructured settings section in Company-Card-Settings.md (changing from a terse bulleted list to a formatted description list with bold option names and explanatory text) is a clear improvement in scannability. The new paragraph in Set-Up-and-Manage-the-Expensify-Card.md explaining feed sharing is concise and well-placed. One minor note: the "Remove card feed" bullet has a **Note:** that is not indented to match the description block, which slightly disrupts the visual flow of the formatted list.
• AI Readiness: 9/10 - Both files now include internalScope in their YAML frontmatter, completing the required metadata set (title, description, keywords, internalScope). The Company-Card-Settings.md diff correctly adds the # Company Card Settings title heading, demotes former # headings to ##, and adds "How to" prefixes to multiple headings. The article now includes several "How to" headings, improving semantic retrieval. The Set-Up-and-Manage-the-Expensify-Card.md changes are limited to metadata and content additions, which are appropriate.
• Style Compliance: 9/10 - UI elements are bolded correctly throughout the diff (Settings, Workspaces, Card feed name, Allow deleting transactions, Remove card feed, Unreported, Draft, QuickBooks, NetSuite, Xero, etc.). Navigation paths follow the established pattern. The terminology updates ("Remove card feed" replacing "Remove the card connection") align with the new multi-workspace behavior. One minor observation: the navigation in the diff uses Go to **Settings > Workspaces > [Workspace Name] > Company Cards** while a later unchanged step uses Go to **Workspaces > [Workspace Name] > ... without the leading Settings > -- this inconsistency is not introduced by the diff but is worth noting for a future pass.

Key Findings

Positive aspects:

• Adding internalScope to both articles completes the mandatory YAML metadata, which is a high-priority governance requirement.
• The heading restructure in Company-Card-Settings.md resolves multiple governance violations: the article now has exactly one # title heading plus # FAQ, with all content sections at ## level.
• Adding "How to" prefixes to export and eReceipt headings satisfies the requirement for at least one task-based "How to" heading and improves AI retrieval.
• The restructured settings section (from terse bullets to a description list format) significantly improves readability and makes each setting self-explanatory.
• The "Remove card feed" description accurately captures the new conditional deletion behavior for Release 3.
• The FAQ answer update in Set-Up-and-Manage-the-Expensify-Card.md correctly replaces outdated information (separate bank accounts per workspace) with the new shared-feed model.

Items to consider (not blocking):

• In Company-Card-Settings.md, the **Note:** lines under "Allow deleting transactions" and "Remove card feed" are left-aligned rather than indented under their parent bullet. This may render correctly in Jekyll but could look inconsistent depending on the Markdown renderer. Consider indenting them with two spaces to visually nest them under their parent items.
• The new paragraph added in Set-Up-and-Manage-the-Expensify-Card.md Step 2 sits outside the numbered list, which is good for readability. However, it describes a conditional workflow ("If you already have an Expensify Card feed on another workspace...") that could benefit from being slightly more prominent -- for example, preceded by a visual separator or placed under a brief bold label like Tip: to help admins who are scanning quickly.

Recommendations

1. Minor formatting polish (Company-Card-Settings.md): Consider indenting the **Note:** lines under the description list items so they render as part of the same block, rather than appearing as separate paragraphs.
2. Future pass (not this PR): The Set-Up-and-Manage-the-Expensify-Card.md file still has pre-existing governance issues (multiple # headings like # Step 1, # Step 2, # Step 3, and # Monitor and Manage Cards) that were not introduced by this PR but should be addressed in a follow-up to match the heading standards applied to Company-Card-Settings.md.
3. Navigation consistency (future pass): Standardize whether navigation paths include the leading Settings > prefix across all steps in Company-Card-Settings.md.

Files Reviewed

• docs/articles/new-expensify/connect-credit-cards/Company-Card-Settings.md (22 additions, 12 deletions) -- Heading restructure, YAML metadata addition, content reformatting, and Release 3 behavioral updates. Well-executed changes that bring the article into governance compliance.
• docs/articles/new-expensify/expensify-card/Set-Up-and-Manage-the-Expensify-Card.md (4 additions, 1 deletion) -- YAML metadata addition, new multi-workspace feed sharing paragraph, and FAQ answer update. Targeted, accurate changes.

Note: This review assesses only the proposed changes in the diff, not pre-existing content.

[github-actions]

Readability / structure: The **Note:** line is at the root indentation level (column 0), which breaks it out of the parent list item (- **Allow deleting transactions**) in Markdown rendering. It should be indented (e.g., with 2 or 4 spaces) so it remains visually and structurally part of that bullet point.

Suggested change

	**Note:** This setting only applies to transactions imported after the setting is enabled.
	**Note:** This setting only applies to transactions imported after the setting is enabled.

[github-actions]

Readability / structure: Same issue as above -- the **Note:** line is at column 0, breaking out of the parent list item (- **Remove card feed**). Indent it to keep it under the bullet point.

Suggested change

	**Note:** Removing the feed or unassigning a card deletes all imported expenses in the **Unreported** and **Draft** states.
	**Note:** Removing the feed or unassigning a card deletes all imported expenses in the **Unreported** and **Draft** states.

[github-actions]

Naming and style: "Workspace Admin" (singular) is inconsistent with the article body (line 8: "Workspace Admins") and the other file in this PR (Company-Card-Settings.md uses "Workspace Admins"). Use the plural form for consistency. Also, there is a trailing whitespace character at the end of this line.

Suggested change

	internalScope: Applies to Workspace Admin. Covers Expensify Card setup and management. Does not cover troubleshooting or third-party feeds.
	internalScope: Applies to Workspace Admins. Covers Expensify Card setup and management. Does not cover troubleshooting or third-party feeds.