Edit, Clone, and Delete widget

You can manage your Knowledge base widgets in Document360 directly from the widget list — all actions (edit, clone, delete) are available by hovering over any widget.

When to use each action

• Edit — Update an existing widget's name, styling, content access, links, or any other configuration. Changes apply to the widget everywhere it is embedded.
• Clone — Duplicate a widget's configuration to create a new, separate widget. Useful for creating test widgets or regional variants without touching a live widget.
• Delete — Permanently remove a widget that is no longer needed or embedded anywhere.

Before you begin

• You must have a Project Owner or Admin role.
• Deleting a widget is permanent and cannot be undone. Ensure the widget is no longer embedded on any live site before deleting.

Edit a knowledge base widget

1. In the left navigation bar, navigate to Connections () > Knowledge base widget.
2. Hover over the desired widget and click () Edit.

3. Edit the widget as needed in the Configure & connect tab.

4. Click Save to apply your changes.

What happens when you edit a widget

• Your changes apply to all pages where the widget is embedded — you do not need to update or re-embed the widget script.
• Changes take effect immediately.
• The widget remains available to end users while you edit; changes only apply after you click Save.

Clone a knowledge base widget

1. Navigate to Connections () in the left navigation bar and select Knowledge base widget.
2. Hover over the desired widget and click Clone ().

3. Specify a title and update the desired configurations in the Configure & connect tab.

4. Click Save to apply the changes.

What happens when you clone a widget

• The clone is a completely separate widget with its own widget ID and its own embed code. It does not appear on any site until you embed its script.
• Cloning has no effect on the original widget or on any pages where the original is embedded.

Delete a knowledge base widget

1. Navigate to Connections () in the left navigation bar and select Knowledge base widget.
2. Hover over the desired widget and click Delete ().

3. Click Yes in the confirmation prompt. Click No to cancel.

What happens when you delete a widget

• The widget stops working on all pages where it is embedded, effective immediately.
• On pages that still contain the widget script, the widget does not load and the script's request returns a 401 (Unauthorized) error in the browser console.
• The widget's configuration cannot be recovered. To restore it, you must create a new widget from scratch and embed the new script.

Best practices

• Clone before deleting — if there is any chance you will need the configuration again, clone the widget first. The clone preserves the setup without keeping the original live.
• Remove the script first — always remove the widget script from all embedded pages before deleting the widget, to avoid broken integrations or leftover markup on live sites.
• Test changes on a clone — for significant styling or content-access changes to a widget on a high-traffic site, clone the widget, test the changes on a scratch page, then apply them to the live widget.