[No QA] Docs updates for E/A#88768 Add share option to saved searches docs

[MelvinBot]

Summary

• Updates the "Using Spend in New Expensify" help site article to document the new Share option in the saved searches three-dot menu
• Adds "share saved search" keyword to article metadata for search discoverability

Related PR

#88768

Changes

• docs/articles/new-expensify/reports-and-expenses/Using-Reports-in-New-Expensify.md: Updated saved search management instructions to mention that selecting Share copies the search URL to the clipboard

[github-actions]

HelpDot Documentation Review

Overall Assessment

This PR makes a small, focused update to the "Using Spend in New Expensify" article, adding documentation for the new Share action available on saved searches. The changes are limited to two lines: a keyword addition and a sentence addition in the body. The update is well-executed and follows governance standards.

Scores Summary

• Readability: 9/10 - The added sentence is clear, concise, and fits naturally into the existing paragraph. The comma-separated list ("rename, share, or delete") reads well, and the follow-up sentence explaining what Share does is helpful.
• AI Readiness: 8/10 - The addition of "share saved search" to the keywords array is a good match for real user search intent. The internalScope field is absent from the YAML frontmatter, but this is a pre-existing gap not introduced by this PR.
• Style Compliance: 10/10 - The three dots menu is referenced correctly using the required format: "three dots (⋮)". The Share button name is properly bolded with correct sentence case. The Save button reference is also properly formatted. All UI terminology matches governance conventions.

Key Findings

• The three dots menu notation follows the exact required pattern from HELPSITE_NAMING_CONVENTIONS.md (includes "three dots" text plus the bolded symbol in parentheses).
• The new keyword "share saved search" is a realistic search phrase that improves discoverability.
• The added sentence is action-oriented and describes the outcome ("copies the search URL to your clipboard"), which aligns with the concise, actionable writing standard.
• No structural or heading changes were needed for this update, and none were introduced.

Recommendations

• No changes required for this PR. The additions are clean and compliant.
• (Optional, outside this PR's scope) A future update could add the internalScope field to the YAML frontmatter, as required by HELP_AUTHORING_GUIDELINES.md Section 3.

Files Reviewed

• docs/articles/new-expensify/reports-and-expenses/Using-Reports-in-New-Expensify.md - Two-line update adding Share functionality documentation. Clean and compliant.

[melvin-bot]

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 @RachCHopkins

[melvin-bot]

@RachCHopkins 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 is a small, focused PR that adds documentation for a new "Share" option in the saved searches three-dot menu. The changes are limited to two lines: one keyword addition and one sentence update. The modifications are well-scoped and consistent with the existing article style.

Scores Summary

• Readability: 9/10 - The updated sentence is clear and scannable. The added clause ("You can also rename, share, or delete...") follows the existing parallel structure naturally. The follow-up sentence ("Selecting Share copies the search URL to your clipboard.") is concise and action-oriented.
• AI Readiness: 8/10 - The new keyword "share saved search" is a strong addition for search discoverability and matches realistic user queries. The article's existing metadata structure (title, description, keywords) remains intact and well-formed. Minor note: the article lacks an internalScope field in its YAML frontmatter, which is required per HELP_AUTHORING_GUIDELINES.md Section 3 -- however, this is a pre-existing gap not introduced by this PR, so it is not penalized here.
• Style Compliance: 10/10 - The change correctly bolds Share as a UI element (per Button Naming Standards), uses the three dots (⋮) format exactly as required (per Three Dots Menu Rule), and maintains sentence case throughout. All UI terminology appears to match the product exactly.

Key Findings

• The three dots menu reference ("selecting the three dots (⋮) next to it") correctly follows the mandated format from HELPSITE_NAMING_CONVENTIONS.md.
• Share is properly bolded as a UI action label, consistent with Button Naming Standards.
• The keyword addition ("share saved search") is well-chosen for discoverability and follows the existing keyword array format.
• No governance violations were introduced by this change.
• Pre-existing note: the article's YAML frontmatter is missing the internalScope field required by Section 3 of HELP_AUTHORING_GUIDELINES.md. This predates the current PR but would be worth addressing in a follow-up.

Recommendations

• No blocking issues. This PR is ready to merge from a documentation standards perspective.
• Consider adding internalScope to the article's YAML metadata in a future PR to fully comply with authoring guidelines.

Files Reviewed

• docs/articles/new-expensify/reports-and-expenses/Using-Reports-in-New-Expensify.md: Two lines updated. Keyword added and saved search management instructions expanded to cover the new Share feature. Compliant with all governance rules.