Embedding GuideDocument360

How to Embed a Widget in Document360

Document360 is a powerful knowledge base platform with native support for Custom HTML blocks, making it one of the easiest platforms to embed interactive Embeddy widgets. Add troubleshooters, calculators, product configurators, and interactive demos directly into your knowledge base articles. This guide covers three methods -- the Custom HTML block for article-level embedding, the Markdown editor for developers, and site-level code injection for global widgets.

Document360 has first-class Custom HTML support

Document360's editor includes a dedicated Custom HTML content block that renders raw HTML including iframes, scripts, and styled elements. This is the recommended approach for embedding Embeddy widgets and it works out of the box with no plan restrictions.

1. Prerequisites

  • An active Embeddy account with at least one published widget.
  • A Document360 account with Team Member (Editor) or Admin access.
  • Your Embeddy iframe embed code -- copy it from your widget's Embed tab in the dashboard.
  • A Document360 knowledge base project with at least one published category.

Your Embeddy iframe code:

<iframe
  src="https://embeddy.ai/webhost/WIDGET_ID?widget_props_id=PROPS_ID"
  width="100%"
  height="500"
  frameborder="0">
</iframe>

2. Method 1 -- Custom HTML Block (Recommended)

Document360's article editor includes a Custom HTML content block that accepts and renders raw HTML, including iframes and scripts. This is the fastest and most reliable way to embed an Embeddy widget in a knowledge base article.

Best for: Embedding an interactive troubleshooter in a support article, adding a pricing calculator to a billing page, or placing a product configurator in a getting-started guide. The Custom HTML block is available in all Document360 plans.

  1. 1

    Open the article in Document360

    Log in to your Document360 portal and navigate to Knowledge Base. Select the category and article you want to edit, or create a new article.

  2. 2

    Add a Custom HTML block

    In the article editor, place your cursor where you want the widget. Click the + button (or type / to use the slash command menu) and select Custom HTML from the block options.

  3. 3

    Paste your Embeddy iframe code

    A code editor will appear. Paste your Embeddy iframe embed code into the Custom HTML block:

    <!-- Embeddy Interactive Widget -->
    <div style="margin: 20px 0; max-width: 100%; border-radius: 8px; overflow: hidden;">
      <iframe
        src="https://embeddy.ai/webhost/WIDGET_ID?widget_props_id=PROPS_ID"
        width="100%"
        height="500"
        frameborder="0"
        allow="clipboard-write">
      </iframe>
    </div>
  4. 4

    Preview the rendering

    Document360 will render a live preview of the Custom HTML block directly in the editor. Verify the widget appears correctly. You can also click Preview in the top bar to see the full article view.

  5. 5

    Publish the article

    Click Publish (or submit for review if your workflow requires approval). The widget will be visible to your knowledge base readers once the article is live.

Tip: Document360 renders the Custom HTML block in real-time in the editor. If the preview looks correct in the editor, it will look correct on the published site.

3. Method 2 -- Markdown Editor with HTML

If you prefer writing articles in Markdown, Document360's Markdown editor supports inline HTML. You can paste iframe code directly into your Markdown content and it will render on the published page.

Best for: Developers and technical writers who prefer Markdown and want to embed widgets alongside Markdown-formatted content without switching editors.

  1. 1

    Open or create an article in Markdown mode

    In Document360, open the article editor and ensure it is set to Markdown mode. You can toggle between WYSIWYG and Markdown in the editor settings.

  2. 2

    Add your iframe as inline HTML

    In the Markdown editor, add your Embeddy iframe code as raw HTML. Leave a blank line before and after the HTML block:

    ## Troubleshooting Tool
    
    Use the interactive troubleshooter below to diagnose your issue:
    
    <div style="margin: 20px 0;">
      <iframe
        src="https://embeddy.ai/webhost/WIDGET_ID?widget_props_id=PROPS_ID"
        width="100%"
        height="500"
        frameborder="0">
      </iframe>
    </div>
    
    If the troubleshooter does not resolve your issue, please
    [contact support](/contact).
  3. 3

    Preview and publish

    Click Preview to verify the iframe renders correctly alongside your Markdown content, then Publish the article.

4. Method 3 -- Site-Level Code Injection

Document360 allows admins to inject custom JavaScript and CSS across the entire knowledge base site. This is ideal for adding a floating widget, analytics tracking, or a persistent interactive tool on every page.

Note: This method adds code to every page on your knowledge base. For embedding in a specific article, use Method 1 (Custom HTML Block).

  1. 1

    Open Knowledge Base Settings

    In Document360, go to Settings > Knowledge Base Portal > Custom Javascript / CSS (or Appearance > Advanced depending on your version).

  2. 2

    Add your widget script

    In the Custom JavaScript field, paste the following script to add a floating Embeddy widget:

    // Embeddy Widget - Site-wide Document360
    (function() {
      var iframe = document.createElement('iframe');
      iframe.src = 'https://embeddy.ai/webhost/WIDGET_ID?widget_props_id=PROPS_ID';
      iframe.style.cssText = 'position:fixed;bottom:20px;right:20px;width:380px;height:500px;border:none;z-index:9999;border-radius:12px;box-shadow:0 4px 24px rgba(0,0,0,0.15);';
      document.body.appendChild(iframe);
    })();
  3. 3

    Save and verify

    Click Save. Visit your Document360 knowledge base site and verify the widget appears. The script runs on every page load.

5. Troubleshooting

Custom HTML block does not appear in the block menu

Make sure you are using the WYSIWYG editor (not Markdown mode). The Custom HTML block is available in the WYSIWYG block menu. If it still does not appear, check with your Document360 admin that the feature is enabled for your role.

Widget renders in the editor but not on the published page

Verify the article is published and not in Draft status. Also check that the article version containing the Custom HTML block is the currently published version (Document360 supports article versioning).

Iframe shows a blank box or security error

If your Document360 site uses a custom domain, check that the domain's CSP headers permit framing content from embeddy.ai. You can configure this in Document360's Settings > Security or via your DNS/CDN provider.

HTML is stripped from Markdown articles

Ensure you have a blank line before and after the HTML block in your Markdown content. Some Markdown parsers require this separation to treat the content as raw HTML rather than inline text. Also verify that HTML is enabled in your Document360 Markdown settings.

Site-level JavaScript is not executing

Check your browser console for JavaScript errors. Ensure the code is in the correct settings field (Custom JavaScript, not Custom CSS). Clear the Document360 CDN cache if available, or wait a few minutes for the changes to propagate.

6. FAQ

Can I embed an interactive troubleshooter in a Document360 article?

Yes. Build your troubleshooter in Embeddy's no-code builder and embed it in any Document360 article using the Custom HTML block (Method 1). Customers can interact with the troubleshooter inline without leaving the knowledge base.

Does the Custom HTML block work in all Document360 plans?

Yes. The Custom HTML block is available in Document360's article editor across all plans. Site-level JavaScript injection may require a higher-tier plan -- check your plan's feature list in Document360 settings.

Can I use multiple Custom HTML blocks in one article?

Yes. You can add as many Custom HTML blocks as needed in a single article. For example, embed a troubleshooter at the top, a calculator in the middle, and a feedback form at the bottom.

Will the widget affect my knowledge base's loading speed?

No. Iframes load asynchronously and do not block the main page render. Document360 pages will load at their normal speed, and the Embeddy widget will render independently.

Can I embed product demos and calculators in Document360?

Absolutely. Embeddy supports building interactive product demos, pricing calculators, ROI tools, configurators, and more. Document360's Custom HTML block is one of the smoothest embedding experiences -- just paste the code and you are done.

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