[No QA] Docs: add bulk Download as PDF to the Export Expenses and Reports article#95290
[No QA] Docs: add bulk Download as PDF to the Export Expenses and Reports article#95290mollfpr wants to merge 1 commit into
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A preview of your ExpensifyHelp changes have been deployed to https://659cec16.helpdot.pages.dev ⚡️ Updated articles: |
| 2. Check the box next to each report you want to download, or use the top checkbox to select all. | ||
| 3. Click **Selected**. | ||
| 4. Select **Download as PDF**. | ||
| 5. A status window appears while your files are prepared. When they're ready, the download starts automatically. If it doesn't, click **Download file**. You can also click **Send me the file when it's ready** to have **Concierge** send the files to you in a chat message instead. |
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Step formatting: Per HELP_AUTHORING_GUIDELINES.md Section 5, steps must be action-oriented actions the user takes. Step 5 describes system behavior (status window, automatic download) rather than a user action, and bundles multiple ideas into one step. Move this outcome/explanation out of the numbered list into a following sentence (as the CSV sections do at lines 34/47), e.g. "After you select Download as PDF, a status window appears while your files are prepared...".
| - Report notes | ||
| ## Download multiple reports | ||
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| 1. Click the navigation tabs (on the left on web, on the bottom on mobile), then select **Spend** > **Reports**. |
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Navigation phrasing consistency: Per HELPSITE_NAMING_CONVENTIONS.md (Deterministic Writing Rule + unified-navigation form), keep this phrasing consistent with the rest of the article. Other sections in this file use "In the navigation tabs (on the left on web, and at the bottom on mobile)" — this line uses "Click the navigation tabs (on the left on web, on the bottom on mobile)". Align the wording to avoid stylistic variation.
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HelpDot Documentation Review Overall Assessment Scores Summary
Key Findings
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Note: This review covers only the proposed changes in the diff. |
Explanation of Change
Now that bulk Download as PDF has shipped, this updates the Export Expenses and Reports help article to document it. Adds a "Download multiple reports" section under Export as PDF, updates the bulk-export FAQ (PDF is no longer one-at-a-time), and adds an FAQ explaining what happens when some reports fail to download.
Fixed Issues
$ https://github.com/Expensify/Expensify/issues/630551
PROPOSAL:
Tests
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Offline tests
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QA Steps
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PR Author Checklist
### Fixed Issuessection aboveTestssectionOffline stepssectionQA stepssectiontoggleReportand notonIconClick)Avatar, I verified the components usingAvatarare working as expected)StyleUtils.getBackgroundAndBorderStyle(theme.componentBG))npm run compress-svg)Avataris modified, I verified thatAvataris working as expected in all cases)Designlabel and/or tagged@Expensify/designso the design team can review the changes.mainbranch was merged into this PR after a review, I tested again and verified the outcome was still expected according to theTeststeps.Screenshots/Videos
Android: Native
Android: mWeb Chrome
iOS: Native
iOS: mWeb Safari
MacOS: Chrome / Safari