[No QA] Helpsite workflows naming

[stephanieelliott]

$ https://github.com/Expensify/Expensify/issues/576160

[melvin-bot]

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cc @strepanier03

[melvin-bot]

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[chatgpt-codex-connector]

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[chatgpt-codex-connector]

Update the self-link anchor after renaming the heading

Changing this heading changes the generated help-site fragment from #how-to-set-a-submission-frequency to #how-to-enable-submissions, but this same section still links readers to the old fragment on line 59 (Workspace-Workflows#how-to-set-a-submission-frequency). On the published article, the “configure Submissions” link will no longer jump to this section after the heading rename, so either preserve the old anchor or update the link target.

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[github-actions]

HelpDot Documentation Review

Overall Assessment

This PR updates UI terminology across 9 documentation files to match the current product labels. Specifically, it renames "Add Approvals" to "Approvals," "Make or track payments" to "Payments," and "Set a Submission Frequency" to "enable Submissions." These are targeted, consistent find-and-replace changes that align the documentation with the actual UI, which is exactly what the governance rules require.

Scores Summary

• Readability: 9/10 - The changes are clean substitutions that maintain existing sentence flow and step clarity. No readability regressions introduced.
• AI Readiness: 9/10 - Using the exact current UI feature names improves retrieval accuracy. Heading changes (e.g., "How to enable Approvals," "How to enable Submissions") remain task-based with action verbs and feature names, satisfying HELP_AUTHORING_GUIDELINES.md Section 2 and Section 6.
• Style Compliance: 9/10 - The renamed labels follow HELPSITE_NAMING_CONVENTIONS.md rules: exact UI text, correct casing, bold formatting on interactive elements. One minor inconsistency noted below.

Key Findings

• Positive: The PR is well-scoped and systematically updates all occurrences of the old terminology across the documentation. This is exactly the kind of maintenance the governance files call for ("If the UI changes, this document must be updated").
• Positive: Cross-link anchor text was also updated (e.g., "learn how to enable Approvals" instead of "learn how to add approvals"), which aligns with the HELP_AUTHORING_GUIDELINES.md anchor text rules requiring descriptive, task-based link text.
• Minor inconsistency: In Workspace-Workflows.md, the heading "How to enable Approvals" uses lowercase "enable" while "Approvals" is capitalized. This is acceptable since it follows sentence case for the verb while preserving the exact UI label. However, the same pattern applies to the new heading "How to enable Submissions" -- confirm that "Submissions" is the exact label shown in the UI.
• Pre-existing issue (not introduced by this PR): Several of the touched files still contain non-relative links (e.g., full https://help.expensify.com/... URLs in Track-Personal-Expenses.md and Workspace-Workflows.md), which conflicts with the cross-linking standards in HELP_AUTHORING_GUIDELINES.md Section 7. This is not a problem introduced by this PR, so no score penalty is applied, but it may be worth addressing in a follow-up.

Recommendations

1. Verify that "Approvals," "Payments," and "Submissions" are the exact labels currently displayed in the product UI. The governance rules require exact match with no paraphrasing.
2. Consider a follow-up PR to convert the remaining full URLs to relative links in the files touched here, per the cross-linking standards.

Files Reviewed

• docs/articles/new-expensify/getting-started/Create-a-company-workspace.md - "Add Approvals" renamed to "Approvals." Clean.
• docs/articles/new-expensify/getting-started/Track-Personal-Expenses.md - "Make or track payments" renamed to "Payments." Clean.
• docs/articles/new-expensify/reports-and-expenses/Approve-Expenses.md - Anchor text updated to "learn how to enable Approvals." Clean.
• docs/articles/new-expensify/wallet-and-payments/Global-Reimbursement-Australia.md - Two references updated to "Payments." Clean.
• docs/articles/new-expensify/wallet-and-payments/Global-Reimbursement-Europe.md - One reference updated to "Payments." Clean.
• docs/articles/new-expensify/wallet-and-payments/Global-Reimbursement-United-Kingdom.md - Two references updated to "Payments." Clean.
• docs/articles/new-expensify/wallet-and-payments/Global-Reimbursement-United-States.md - Two references updated to "Payments." Clean.
• docs/articles/new-expensify/workspaces/Add-Approvals.md - Three references updated from "Add approvals" to "Approvals." Clean.
• docs/articles/new-expensify/workspaces/Workspace-Workflows.md - Headings and link text updated for Approvals and Submissions. Clean.

This review assessed only the proposed changes in the diff, not unchanged content.

[OSBotify]

A preview of your ExpensifyHelp changes have been deployed to https://126a6eb9.helpdot.pages.dev ⚡️

Updated articles:

• articles/new-expensify/getting-started/Create-a-company-workspace
• articles/new-expensify/getting-started/Track-Personal-Expenses
• articles/new-expensify/reports-and-expenses/Approve-Expenses
• articles/new-expensify/wallet-and-payments/Global-Reimbursement-Australia
• articles/new-expensify/wallet-and-payments/Global-Reimbursement-Europe
• articles/new-expensify/wallet-and-payments/Global-Reimbursement-United-Kingdom
• articles/new-expensify/wallet-and-payments/Global-Reimbursement-United-States
• articles/new-expensify/workspaces/Add-Approvals
• articles/new-expensify/workspaces/Workspace-Workflows