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Docs updates for E/A#94698 clarify For you section hidden for new users - #95842

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Jul 21, 2026
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Docs update for #94698

Expensify/App#94698 changed when the For you section renders on Home: for newly onboarded users it now stays hidden until they have their first actionable to-do (submit, approve, export, or pay), and once a to-do has appeared it stays visible permanently. Existing users are unaffected.

The Expensify Home Overview article previously said the For you section always appears and only "may appear empty" when caught up. That is no longer accurate for new users, so this PR updates it.

What changed

  • Updated How the For you section works on Home to explain that the section stays hidden for recently created accounts until the first to-do appears, then remains on Home.
  • Added a FAQ entry, Why don't I see the For you section at all?, covering the new-user hidden state.

Not documented (intentional)

The PR's other changes to the Getting started section (moving it to the top-left on web, adding sub-text under each step, and the "Need help? Talk to Concierge / Talk to your account executive" footer) are cosmetic/layout refinements that don't change the section's documented purpose or appearance conditions, so no article update was needed for them.


@adamgrzybowski, please review the files changed and confirm they reflect the current behavior. Then mark this PR Ready for review.

Co-authored-by: Adam Grzybowski  <adamgrzybowski@users.noreply.github.com>
@MelvinBot MelvinBot added the HelpDot Apply this label if the issue relates to ExpensifyHelp label Jul 10, 2026
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stephanieelliott marked this pull request as ready for review July 17, 2026 02:22
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stephanieelliott self-requested a review as a code owner July 17, 2026 02:22

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Reviewed commit: 9868fa5e71

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HelpDot Documentation Review

Overall Assessment
This PR makes two small, well-targeted additions to Expensify-Home-Overview.md to reflect the new-user behavior change from #94698: the For you section now stays hidden for recently created accounts until their first actionable to-do appears. One paragraph was added to the descriptive section, and one FAQ entry was added under the existing FAQ heading. The changes are accurate, minimal, and consistent with the surrounding article.

Scores Summary

  • Readability: 9/10 - Clear, concise sentences that map directly to the described behavior. The new paragraph reorders logically (hidden state first, then empty-when-caught-up state). Minor nit: em dash spacing in the FAQ answer and the four-verb list read slightly dense but are accurate.
  • AI Readiness: 9/10 - The new FAQ heading is a proper question-word heading and highly searchable ('Why don't I see the For you section at all?'). Full feature name For you is used consistently, heading hierarchy stays at level two, and additions align with real search intent. Existing YAML/internalScope already covers this section.
  • Style Compliance: 9/10 - Section name For you is bolded per the Section References rule. FAQ structure follows conventions (question heading under the FAQ section). Terminology is exact and no prohibited vague-navigation language is used.

Key Findings

  • Accurately scopes the hidden state to newly created accounts and notes it becomes permanent once the first to-do appears.
  • Good editorial judgment: the existing 'may appear empty' line was reworded to 'After the section has appeared...' so the two states no longer contradict each other.
  • The new FAQ slightly overlaps the existing 'Why does the For you section sometimes appear empty?' FAQ, but the two cover distinct states (hidden vs. empty) and cross-reinforce rather than duplicate.
  • Bolding, heading hierarchy, and question-based FAQ heading all comply with governance.

Recommendations

  • Optional: keep em dash spacing consistent with the rest of the article in the FAQ answer.
  • Optional: light internal-consistency check across the two For you FAQs (hidden vs. empty). Current wording is fine; low priority.

Files Reviewed

  • docs/articles/new-expensify/getting-started/Expensify-Home-Overview.md - Compliant. Two additions (one descriptive paragraph, one FAQ entry) documenting the new-user hidden-state behavior.

Note: This review covers only the added/modified lines in the PR diff.

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stephanieelliott requested a review from a team July 17, 2026 02:33
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melvin-bot Bot commented Jul 17, 2026

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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 @jliexpensify

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melvin-bot Bot requested review from jliexpensify and removed request for a team July 17, 2026 02:33
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melvin-bot Bot commented Jul 17, 2026

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@jliexpensify 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]

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LGTM

@stephanieelliott
stephanieelliott merged commit 62d2aa8 into main Jul 21, 2026
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stephanieelliott deleted the melvin-docs-for-you-visibility branch July 21, 2026 01:04
@IuliiaHerets

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Any QA steps here?

cc @jliexpensify @stephanieelliott @adamgrzybowski

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🚀 Deployed to staging by https://github.com/stephanieelliott in version: 9.4.42-0 🚀

platform result
🕸 web 🕸 success ✅
🤖 android 🤖 success ✅
🍎 iOS 🍎 success ✅

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@IuliiaHerets no need - this is a Help Doc article update!

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@jliexpensify can it be checked off then?

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Checked off

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🚀 Deployed to production by https://github.com/yuwenmemon in version: 9.4.42-1 🚀

platform result
🕸 web 🕸 success ✅
🤖 android 🤖 success ✅
🍎 iOS 🍎 success ✅

Bundle Size Analysis (Sentry):

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6 participants