Documentation Index

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Edit, Clone, and Delete widget

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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.
  • Clone — Duplicate a widget to create a new one with the same settings, then modify the copy. Useful for creating test widgets or regional variants.
  • Delete — Permanently remove a widget that is no longer needed.

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.

How to 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.

Document360 interface showing knowledge base widget options and edit functionality.

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

Configuration settings for a widget, including JavaScript and connected domains options.

  1. Click Save to apply your changes.

How to 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 ().

Document360 interface showing widget options with a clone button highlighted.

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

Configuration settings for a widget with options for JavaScript and AI assistive search.

  1. Click Save to apply the changes.

How to 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 ().

Document360 interface showing widget options and delete button for knowledge base management.

  1. Click Yes in the confirmation prompt. Click No to undo the process.

Delete confirmation dialog for the knowledge base widget.


Best practices

  • Clone before deleting — if there is any chance you might need the configuration again, clone the widget first.
  • Remove the widget script from all embedded pages before deleting to avoid broken integrations.