Here is a video demonstration:
Requirements. RoboForm works on Windows 2000, 2003, XP, Vista, 7, Server systems. Internet Explorer version 6.0 or later is required. All Service Packs and security patches must be installed.
Start Download. Click the Download RoboForm link and a popup window will ask if you want to Save or Run the file. Click Run.
Agree to Install RoboForm. Once the download finishes, RoboForm installer should launch automatically (if you chose to Run the downloaded file) or you should launch RoboForm-Setup.exe manually if you chose to save it to your local folder.
Language and License Agreement. Select language in which RoboForm will talk to you. Read the License Agreement and agree to it. Click Next.
You may also check the option to Show Advanced Options during the installation.
Browser Integration. In this dialog you should choose the browsers you want RoboForm to install to. Windows Internet Explorer is checked by default, Mozilla Firefox, Google Chrome and Opera are supported and you should check those browsers you need to install RoboForm add-on to. There is also a checkbox to enable the support of Win32 applications: "Fill and Save Forms in Windows Applications."
RoboForm Start Page. RoboForm installer offers you to make RoboForm Start Page the default for the supported browsers. You should either grant it or decline. You may change the default page of your browser later.
Setting Up Personal Data. In this dialog you can change folder where RoboForm Logins, Identities and other RoboForm User Data files are stored and where RoboForm should place its program files. The dialog window also gives you the option either to install RoboForm to all Windows users or only for the current user.
Close all browsers including Internet Explorer and Windows Explorer. The RoboForm installer will offer to close all browsers running. Click "Install" and the installer will do it for you. Alternatively you can close these windows manually.
RoboForm operation mode. Choose the RoboForm working mode: RoboForm Everywhere (supports the synchronization with RoboForm Everywhere account online) or a Desktop mode (has the synchronization turned off). You may change the setting and enable/disable the synchronization option in the RoboForm Options.
RoboForm Everywhere. If you chose Everywhere mode in the previous step - either create a new RoboForm Everywhere account in the next window or enter your RoboForm Everywhere User ID and password for the account in the corresponding fields. RoboForm should perform the first synchronization with the account.
The RoboForm Everywhere User ID and Password will be automatically stored in a Login named "RoboForm Online Account".
Desktop. If you chose Desktop mode - you will be asked to create Master Password and this will finish the installation.
Create/Verify Master Password. Master Password is the only password that RoboForm uses to protect all Logins, Identities and Safenotes. This is the only password that you actually need to remember.
Version news and Tutorials. After you finished installing RoboForm, your default browser window should open, and you will be offered a link to the Version News and go to RoboForm Support Overview page on which you can learn how to automatically save and fill passwords using RoboForm.
Install, Uninstall, AutoUpdate FAQ.
More on install, uninstall, version upgrade, AutoUpdate.
RoboForm works with these file types:
Login or Passcard. RoboForm saves online passwords into what we call a Passcard. Once the password is saved, RoboForm will offer to fill it when you visit the login page again.
Bookmark. Same as Firefox/Chrome/Opera Bookmark or Internet Explorer Favorite. Has a long text note to be used for site notes. Bookmarks are shown together with Passcards, as they are a variation of Passcards. Also it is possible to make them show in a separate list next to the Logins, if the corresponding setting is activated in RoboForm Options - uncheck "Show Bookmarks and Logins together".
Identity. RoboForm can fill in long non-password forms (such as registration or checkout form) from your personal profile that we call an Identity. You fill in your Identity once with all your personal data and then RoboForm will enter that data into web page forms for you.
Contact. RoboForm can also be used as an Address Book. Each entry in this Address Book is called a Contact. Contact is an Identity with fewer fields that is not used in form filling, instead it is used to lookup other people personal data. Contacts are shown together with Identities, as Contact is just a small Identity.
Safenote. You can store often used secret and non-secret text fragment in what we call a Safenote. Safenote provides safe storage for important passwords that are not automatically stored in Passcards and for other sensitive or often used information such as ATM passwords and lock key combinations.
Folder. All of the above files can be categorized using Folders -- same as Windows Folders. You can build a tree-like structure using folders and stuff it with your Passcards, Bookmarks, Identities, Contacts and Safenotes.
RoboForm adds Toolbar and other controls to your browser.
|RoboForm Upper Toolbar|
1. Upper Toolbar. Appears above the web page. Usually RoboForm Toolbar attaches to the browser window automatically, but you may have to enable its visibility e.g. in IE menu: View -> Toolbars -> RoboForm Toolbar The toolbar controls only the browser window in which it appears.
RoboForm toolbar is not visible. Why?
How can I customize the RoboForm toolbar?
|RoboForm Lower Toolbar|
|RoboForm Taskbar Icon|
2. Lower Toolbar. Appears below the web page, follows web page both in position and size. Used in browser windows that cannot have Upper Toolbar -- e.g. popup windows in IE/Firefox/Chrome, browsers without toolbars (AOL, MSN, Opera). Lower toolbar is also available as an option in Chrome. Has the same functionality as Upper Toolbar and looks the same. RoboForm decides by itself when to show Lower Toolbar - e.g. in cases when it is not possible to display standard Upper Toolbar. The Lower Toolbar controls only the browser window under which it appears.
3. How to Show / Hide Toolbars. You may show/hide RoboForm Toolbar if you click "Show RoboForm Toolbar" item in the right-click context menu on the web page (IE/Firefox browsers). For the web pages that cannot be right-clicked, click RoboForm taskbar icon and select "Show Toolbar".
4. Taskbar Icon. Appears in Taskbar (SysTray). It is used:
* To make RoboForm work in non-IE browsers that are based on IE (AOL, MSN, etc).
* To gain easy access to Passcard/Safenote/Identity list and to RoboForm functions.
* RoboForm2Go: It must be present for RoboForm2Go to work.
RF Taskbar icon is not visible in the Windows Taskbar. What should I do?
|Web Page Context Menu|
5. Web Page Context Menu. Appears on web page when you right-click it. Use it when you need to call RoboForm from a web page that has no RoboForm toolbar.
It is present only in RoboForm installed to Windows, not in RoboForm2Go.
How do I customize (get rid of) RoboForm context menu items?
Use Passcards to store form data that is specific to the web site that you visit, data such as User IDs, Passwords, Magazine Survey fields, etc. You can save any form data to Passcards and use it to robo-fill a form later.
Starting from version 7 RoboForm supports login forms of Win32 applications, such as Skype etc.
1. AutoSave Login Form Data to Passcard.
When you manually enter login data to login page and click the Login (Submit) button RoboForm will offer to save this login info to a Passcard by displaying the AutoSave dialog.
Enter the new Passcard name into the dialog and click Save. If you have other Passcards already saved for this web site, their names will be shown in the list area below the Passcard Name. You can select one of these names and it will automatically appear in the Passcard Name field. If you try to save to the existing Passcard, you will be shown a warning.
2. Forcing AutoSave.
AutoSave dialog pops up only if:
- filled form has a password field AND
form data that you are saving is different from form data that you have in existing Passcards for this domain.
You can make AutoSave popup even if these conditions do not hold by:
- Holding ALT key and mouse-clicking the Login/Submit button on web page, OR by
- Holding SHIFT key and pressing the ENTER key in the password field (actually, any field where ENTER causes form submission).
* Note, that on some login pages Chrome browser has a side effect of submitting forms with ALT/SHIFT: it downloads the target page of the form (ALT) or opens it in a new browser window (SHIFT). RoboForm cannot affect this behaviour.
Use Forced AutoSave to:
- Save login info from pages that have no password fields.
- Resave login data when login web page has changed and RoboForm misses fields or Login button but AutoSave does not come up automatically because login data is saved already.
- Save non-login forms for which you will need automatic submission by Login or Fill&Submit.
3. Manual Save to Passcard.
Click the Save button on the RoboForm toolbar. The Save Forms dialog will come up. Enter the Passcard name and click OK. All form data from all forms on the web page will be saved to this Passcard. You can also invoke the "Save Forms" command by right-clicking the web page and selecting Save Forms.
Note that Passcards saved in this way do not retain information about the button you clicked to submit the form (because you did not click any submit button). So if you try to Login or Fill&Submit such Passcard, RoboForm will find the button it thinks is the best Submit button -- which may be different from the button you wanted to be clicked. Use Forced AutoSave to tell RoboForm which button to click.
4. Ignoring Fields in AutoSave and Login: Turing Fields.
Some sites require you to fill in a field that changes on every login attempt. The purpose of the field is to test your intelligence and to make sure that you are not a robot (or that as a robot you are smart enough to pass Turing test).
This is what we want RoboForm to do for Turing fields:
- Login command should execute as GoFill, so that you can fill the Turing field.
- Turing field should not be auto-filled in Login or GoFill, user will fill it per site instructions.
- Turing field should not be AutoSaved, as it changes on every login.
This is how to mark a field as a Turing field using the RoboForm Editor.
- Let RoboForm AutoSave passcard with all fields in it, including the Turing field.
- Open this newly saved Passcard in the RoboForm Editor,
- Click a field that is a Turing field,
- Select "Edit -> Ignore Field".
Editor will put "$AnyValueHere$" into the field,
such fields will be ignored by AutoFill, Login and AutoSave.
|Matching Passcards Button |
1. Matching Passcards button on RoboForm Toolbar.
When you visit a web site for which you saved Passcard(s), the RoboForm Toolbar button that initially says "(passcards)" will show the name of the Passcard that matches this page. This button is called Matching Passcards button. Click this button when Passcard name is shown and forms on the page will be filled from this Passcard.
2. Matching Passcards Mini-Dialog.
If you have more than one Passcard that matches web site, then ( +N ) will be shown next to the name of the main matching Passcard, where N is the number of additional matching Passcards. Mouse over the Matching Passcards button and RoboForm will show mini-dialog that lists all Passcards that match the site. Select one of them and click Fill Forms button to fill forms from the selected Passcard.
3. Fill & Submit.
Mouse over the Matching Passcards button and Matching Passcards mini-dialog will appear. If you click Fill & Submit button in this dialog, RoboForm will fill the form and then automatically submit it.
You can make "Fill & Submit" a default button (initially Fill Forms is the default button) by going to "RoboForm -> Options -> Toolbar" and checking "Fill & Submit is the Default button for Matching Passcards" option.
4. Edit Passcard and Other Commands
If you want to view/edit one of the matching Passcards, mouse over the Matching Passcards button, select the Passcard, click "..." and then select "Edit". OR right-click the Passcard, and select "Edit". The selected Passcard will be shown in RoboForm Editor.
Once you click "..." (or right-click the Passcard), you will see many other commands that can be applied to a Passcard:
- Add Shortcut to Passcard to: Desktop, Links, Quick Launch.
- Rename, Clone, Delete Passcard.
- Login, GoFill, GoTo: navigate, fill and possible Submit from this Passcard.
- Protected/Unprotected: Change Passcards protection status.
5. Passcard Order.
If you have more than one Matching Passcard for a web site, then RoboForm orders Matching Passcards by how well Passcard URL matches web page URL:
- Passcards which URL exactly matches the URL of the web page will appear on top,
- Passcards that match the web page URL partially will appear next, the longer the match, the higher the position,
- Passcards for which server part of URL exactly matches server part of the web page will appear next,
- Passcards for which only the domain matches will appear the last.
- Domain should match with all suffixes included, that is, www.roboform.com matches online.roboform.com but they both do not match www.roboform.net.
Passcards with exact URL match are shown in bold in Matching Passcards mini-dialog.
5a. Default Passcard.
If two or more Passcards provide the same quality match then you can give a preference to one of them by making it a Default Passcard. To make Passcard a Default Passcard, mouse over Matching Passcards button, select that Passcard, then select "... -> Set as Default".
Default Passcard name is underlined in Matching Passcards mini-dialog.
Prior to version 6.5 RoboForm simply showed the Default Passcard as the top Matching Passcard and it did not do any special ordering for the remaining Passcards. To get to the old way, uncheck option "RoboForm -> Options -> General -> Show Matching Passcards with the best URL match on top".
5b. Domains Equivalences.
Some websites have the same contents and structure, but advertize different URLs (mirrors) at which they are available. E.g. Bank Of America website and its domains: mbna.com, bankofamerica.com, bofa.com, usecfo.com
That may be done for marketing purposes, but that confuses RoboForm, since it depends on the URL of the web page with the login form. It has to treat those pages with login forms separately, though the login form structure is the same. The solution to the problem is "Domains Equivalences".
There is no need to save a separate passcard for each URL. Use one passcard saved for one of those URLs at all of them. Get to the RoboForm -> Options -> Domains to see the list of pre-set Domains Equivalences or add your own Domains the same way - using "=" to mark the domains equal each other. Matching Passcard button will show the passcards taking Domains Equivalences settings into consideration.
6. Selective Form Filling.
If you want to fill only some fields on the web page (not all of them), then select (highlight by mouse-pointer) the part of the web page that you want to be filled and click "Fill Forms". RoboForm will fill only the fields that you have selected.
7. Fill Empty Fields Only.
If you set the Fill Empty fields checkbox in the mini-dialog that comes up when you mouse over Matching Passcards button, then only the fields that are not filled (empty) will be filled. If this option is unchecked, then RoboForm fills both empty and non-empty fields.
8. AutoFill Dialog.
Another way to automatically fill and submit login data from Passcards is to use AutoFill Dialog, described elsewhere in the manual.
9. Fill Forms by Drag-and-Drop.
If the "Fill Forms" button does not fill forms from the Passcard, you can drag-and-drop field values from the RoboForm Editor to an online form:
- Start dragging the field name (in bold),
- Select the field value or its part and then start dragging the selection.
- Not all applications will accept a drop part of drag-and-drop.
10. Fill Forms by Copy-and-Paste.
You can also Copy-and-Paste values into the online form or an application:
- In the Editor click the name of the field (in bold), it will copy field value to Clipboard.
- In your online form or application place mouse to field to be filled and press CTRL+V or invoke Paste command using this application user interface.
- Most applications can Paste from clipboard. So if Drag-and-Drop does not work, use Copy and Paste.
|Toolbar Logins Menu|
Click the Logins button on RoboForm toolbar and select a Passcard. RoboForm will perform the entire login sequence for you:
(i) Navigate your browser to the login page,
(ii) Fill the login info from Passcard,
(iii) Click the Submit/Login button.
Another way to login with Passcard is to click RoboForm Taskbar Icon, select Logins and then select a Passcard to log in with. The picture on the right shows user selecting Passcard from the list.
Yet another way to login with Passcard is to select a Passcard in RoboForm Editor and then click the Login button in the Editor.
One more method is to use RoboForm Search box. When you start typing the login name in the Search Box, the list of Logins/Bookmarks with the matching names appears. Click a Login in the list to perform the login sequence.
2. More commands: New Window Login, Go&Fill, GoTo, Fill, Edit, etc
- Click the Logins button in RoboForm toolbar,
- move mouse cursor to a Passcard of your choice,
- right-click it.
You will see a list of commands that applies to the clicked Passcard:
- Login in Same Window command logs you in in the same browser window.
- Login in New Window command logs you in in the new browser window (you may set up your browser to open new windows in new tabs instead - see the options of the browser, since RoboForm cannot command the browser how to process new windows opening request).
- Go&Fill commands performs the first two actions from the login sequence: navigate and fill.
- GoTo command performs only the navigation action for Passcard.
- Fill Forms command fills forms from the selected Passcard.
- Show command shows the selected Passcard in small window.
- Edit command shows the selected Passcard in the RoboForm Editor, available for editing.
- E-Mail command sends Passcard as e-mail attachment using your default mail client.
- Add To command adds a shortcut pointing to this Passcard to:
* Desktop (shortcut),
* IE Favorites Bar (shortcut) - in IE
* Bookmarks toolbar - in Firefox/Chrome
* QuickLanch (shortcut)
* Most Popular list / Start Page of RoboForm in the browser.
Clicking the created instances/shortcuts causes Login to the website associated with that Passcard.
- Rename, Move, Clone, Delete commands to rename, move, clone or delete the selected Passcard.
- Protected/Unprotected commands change protection status of the Passcard.
3a. Recently Used Passcards.
Recently used Passcards are shown under "(Recently Used)" list in the Logins menu.
The most recently used Passcard is shown first under the heading,
"(Clear List)" command clears up the Recently Used Passcards list.
3b. Most Popular Passcards.
Most Popular Passcards are shown under "(Most Popular)" list in the Logins menu.
The most popular Passcard is shown first under the heading,
"(Clear List)" command clears up the Most Popular Passcards list.
You may add Passcard/Bookmark to the list if you right-click it and select corresponding command in the Add To menu. When added manually, the option to remove the item from the list appears in the context menu (right-click the Passcard/Bookmark to see it).
4. Multi-column and multi-page menu.
If your Passcard list does not fit one column, it will be shown in many columns.
If your Passcard columns do not fit on one screen, multi-page menu will be shown with Next Page and Prev Page items that allow navigation between pages.
5. Login Browser options.
In "RoboForm -> Options -> Login Browser" you can set options that tell RoboForm how to do Login: in the same window or new window and in what browser.
* Login from Toolbar opens web site in: Same/New Window
- Same Browser Window (default): When you select a Passcard from Logins menu of RoboForm toolbar, login will be done in the browser window where Passcard was selected.
- New Window: Login sequence will be performed in a new browser window, of the same kind as the one where you selected Passcard.
[!] Note: RoboForm cannot direct the browser you use how to open the new URL exactly: in a new tab or a new browser window. You should set up your browser the way you want it to work.
* RoboForm New Browser Window is.
When the above option decides to open login in a new browser window, this option tells RoboForm which browser to use.
- Default Browser (default): Call default browser.
- Internet Explorer: Call Internet Explorer, even if it is not a default browser.
- Firefox: Call Firefox, even if it is not a default browser.
- Other: Open a new instance of the browser identified by its EXE file. This EXE file is started with URL as an argument.
* Default Action for RFP File (Passcard) is Login.
If checked then the default action for Passcard file in RoboForm Editor is Login.
If not checked (default) then the default action for Passcard file in RoboForm Editor is Edit.
6. Multi-Step Logins.
Some sites such as Bank of America with SiteKey require multi-step multi-page login sequences. While currently RoboForm cannot run the entire sequence in one click, it can do it in two clicks.
Saving Login into Passcards.
AutoSave passcards for each Submit of the login sequence:
* On the 1st login page: fill out UserID and Alt+Click the Submit button. This page has no password field, so simply clicking the Submit button will not cause RoboForm to AutoSave, but clicking Submit button while holding ALT key will force AutoSave of passcard for this step.
* On the 2nd login page: fill out the password and click or Alt+Click the Submit button. This will result in AutoSaving the 2nd passcard. Names of the 1st and 2nd passcard must be different, so that they do not overwrite each other.
* Passcard names should be descriptive yet short, so that you can easily recognize them. For example, Bank of America passcards can be named BOFA-JS-1 and BOFA-JS-2 where BOFA is the site name, JS is the initials of account holder (John Smith in this case), and 1 or 2 or even 3 is the number of the passcard in sequence.
Logging in using Saved Passcards.
* Select the 1st passcard from Logins menu (in our example this is passcard BOFA-JS-1), this causes going to the 1st login page, filling forms and submitting,
* 2nd passcard name will appear on top of Matching Passcards button in RoboForm toolbar when you come to 2nd login page (BOFA-JS-2 in our example).
* Mouse over this passcard and click Fill&Submit. This causes the filling of login info from the 2nd passcard and auto-submitting, which concludes the login sequence.
* Make sure that the right passcard (2nd and not 1st) comes up in Matching Passcards button when you get to the 2nd page. On sites that have the same URL for all pages or random URLs RoboForm will not be able to match passcard to the specific page.
7. Turing Passcards Login.
Some sites require entering specific fields manually, to verify that you are a human or a decently intelligent robot. Such Logins are called Turing logins and passcards for them are called Turing passcards. Most popular examples of Turing logins are:
- Entering random number offered as a picture by login page.
- Entering password using virtual keyboard provided by login page.
You can make RoboForm suspend the automated Login sequence and not enter anything into Turing field (letting you enter it) using the Ignore Field command described earlier in AutoSave. However, you may need a reminder of what to enter.
Use Login Tooltip for providing such reminder. When you select Edit -> Ignore Field or Edit -> More -> Fields -> Add Login Tip in the Editor, special field "LoginTip$" is added. Contents of this field are shown when RoboForm is logging into Turing passcard. It would typically say: "Type password 123456 using login page virtual keyboard".
8. New Account Feature.
New Account is a feature that helps user with two routine tasks:
(a) Bringing password from the page where account is created to the login page.
(b) Updating password in Passcard when you change it on web site using password change form.
(a) When RoboForm detects a new password creation form
(two password fields near each other with the same values),
it will offer to save the new password and all other fields on a form into a passcard.
This passcard cannot be used to login, as it does not know login page URL, nor does it have fields that are required on login page.
But it can be used to fill in a new password and possibly UserID on the login page when you get there after logging out from the new account. Also this passcard can be used to remember exactly what info you entered when creating this new account, as it saves all fields entered on account creation page.
(b) When RoboForm detects a new password creation form with 3 fields
(one old password and two password fields near each) and
old password is contained in one of your passcards for the domain,
it will offer to replace old password with the new password
in this passcard.
If you agree, then the password in the passcard will be replaced and RoboForm would add note that says from what the password was changed, such as:
10/26/2013: password changed from 'xxx' to 'yyy'
New Account feature is enabled by default.
You may disable it in RoboForm -> Options -> AutoSave -> Enable New Account feature.
1. RoboForm Editor.
To view the saved form data, use the RoboForm Editor.
To call it from the RoboForm toolbar, click the Logins button and select Edit....
To call it from the RoboForm Taskbar Icon, click it and then Editor.
OR just double-click the RoboForm Taskbar Icon.
To call it directly from desktop, select Start -> Programs -> RoboForm -> RoboForm Editor.
RoboForm Editor window is divided into two panes. Left pane shows the list of files and folders that you have. Right pane shows contents of the file that you clicked in the left pane. Click "Logins" item in the area to the left from the folder tree to switch to display-Logins-only viewing mode in the Editor.
If you want to edit the passcard, open it in the Editor and click the button in the upper-right corner of the right pane with a pencil icon on it.
The field containing the password shows dots/asterisks by default. You should click the button with an asterisk on it to the right from the password field to show the password itself.
2. Saving and Closing.
You can edit any fields in the Passcard. Click "Diskette" icon on toolbar or select "Passcard -> Save" and changes made to Passcard will be saved. Click "Save & Close" command in RoboForm drop-down menu and changes will be saved and the Editor closed. If you want to discard changes that you made, close the editor by clicking Red X in upper right corner and when RoboForm asks whether to save changes, click No.
3. Passcard Protection by Master Password.
A "Lock" button indicates and changes Passcard protection status.
- Protected (closed lock, yellow) means that Master Password is required to open this Passcard.
- Unprotected (open lock, red) means that no password is require to view and use this Passcard.
- You can change the protection status by clicking this button.
[!] Note: We strongly recommend you to password-protect all files that contain sensitive data such as user IDs, passwords, credit card numbers and social security number.
Logoff button indicates presence of Master Password in RoboForm system.
- Enabled state of Logoff button indicates that Master Password is cached in memory. All Passcards protected by this password become accessible.
- Disabled state of Logoff indicates that Master Password is not cached in memory (logged-off state).
- Clicking enabled Logoff button causes uncaching of Master Password from memory.
4. Login / Go Fill / Go To to Passcard.
Click the Login button in RoboForm Editor and RoboForm will open a default browser window and log you into this Passcard in this window. Go Fill and Go To commands are also available.
5. Note field in Passcard.
Put your comments into this field. Click ENTER in the field if you need more lines. The Note field is not used to fill forms.
To delete note, click "Delete Note" icon (Note with Red X) or select Edit -> Delete Note.
6. Fill from Passcard.
Select Go Fill and RoboForm will fill forms from this Passcard in the default browser window. This is not recommended way to fill forms, as often it is hard to tell which browser is on top. Filling from RoboForm toolbar is a better way.
|Print List of Passcards - Preview (enlarge)|
7. Delete, Rename and Clone Passcards.
Right-click a Passcard in the main window menu and select Delete, Rename or Clone command and RoboForm will perform the selected operation. In addition to that you may right-click a Passcard in the list of Passcards in the left pane and select Delete, Rename or Clone command.
8. Print List of Passcards.
In the RoboForm Editor click big RoboForm button -> Print List... -> Logins. A dialog appears that previews the printed list of Passcards. You can click the Print button to print what you see or click Save to save it to an HTML file.
9a. Send Passcard by E-Mail.
To send Passcard to a friend by email, open it in the Editor and click More button in the upper-right corner in Editor toolbar and select E-Mail menu item.
You can: (1) send Passcard unencrypted, (2) encrypt it by a password that you would tell your friend over the phone or messenger.
9b. Receive Passcard by E-Mail.
Your friend has to have RoboForm installed. When your friend opens a Passcard received by email, one of two things will happen depending on your friend's RoboForm settings specified under RoboForm -> Options -> Login Browser. If the Default action for RFP file (Passcard) is Login option is checked, then when your friend opens the Passcard it will open the Passcard and attempt to log your friend in using the credentials. If the setting is unchecked, the Passcard will be shown in the Editor.
Since the Passcard opened from the email resides in temporary file storage, your friend will not see it in his or her list of Passcards. To copy the received Passcard to his or her Passcard folder, your friend should click the Copy Home button in the Editor toolbar of the opened Passcard.
10. Viewing Options
By default RoboForm Editor does not show full contents of a Login. So if you wish to view all the data saved in it you should click the menu item More - Details
Passcards have two URLs. The Match URL is compared to the URL of the frame when deciding whether Passcard matches the web page. The Go to URL is used in Login, GoFill and Go To commands. These URLs are the same for single frame web pages, they may be different in multi-frame pages.
Passwords As Stars.
Show passwords fields as Stars ****. Click the "Asterisk" button to show/hide the actual values.
Always On Top.
Show the Editor as Always On Top window. Also invoked by clicking big RoboForm button -> View -> Always on Top
Show/hide status bar in the Editor by the clicking big RoboForm button -> View -> Status Bar command.
Basic Authentication is an old user authentication mechanism that is used only by a few sites now. It is also used to memorize Network Disk password in Windows XP.
|Basic Authentication Dialog|
AutoFill and AutoSave.
Basic Authentication dialogs cannot be filled or saved from RoboForm toolbar.
Both AutoFill and AutoSave work for Basic Authentication dialogs but they are controlled by separate options:
- "Options -> AutoSave -> Offer to save Logins from web forms"
controls AutoSave for HTML forms.
- "Options -> AutoSave -> Offer to save Logins from Windows dialogs in Browsers (Basic Auth)"
controls AutoSave for Basic Authentication.
- "Options -> AutoFill -> Offer to AutoFill web forms"
controls AutoFill for HTML forms.
- "Options -> AutoFill -> Offer to AutoFill Windows dialogs"
controls AutoFill for Basic Authentication.
Manual Fill Forms.
To fill Basic Authentication dialog from a Passcard, click dialog that you want to get filled and then select Fill Forms from the toolbar that attaches to that dialog.
Manual Save Forms.
To save a Passcard from a Basic Authentication dialog, click the BasicAuth dialog that you want to be saved and then select Save Forms from the RoboForm Taskbar menu.
Basic Authentication dialogs cannot be filled from Identities, they can only be filled from Passcards.
Use Bookmarks to store web address (URL) of the web page that you visited and your comments.
1. Save Web Address to Bookmark.
Click Save button on RoboForm toolbar or right-click web page and select Save Forms.
Check "Save As Bookmark" checkbox in Save Forms dialog.
Click Save button and your bookmark is saved.
RoboForm automatically checks "Save As Bookmark" checkbox if the web page has no forms on it. Since many web pages now have forms, do not forget to check "Save As Bookmark" checkbox if you do not need form data saved.
|Bookmark in RoboForm Editor|
2. View Bookmarks in RoboForm Editor.
To view bookmarks, use the same Editor that you use for Passcards.
To call it from the RoboForm toolbar, click RoboForm and then Editor.
To call it from the RoboForm Taskbar Icon, click it and select Editor. OR just double-click the RoboForm Taskbar Icon.
To call it directly from desktop, select Start -> Programs -> RoboForm -> RoboForm Editor.
The entire text field on the right is text note that you can use to put your remarks about the site.
3. Go to URL in a Bookmark.
From Toolbar: Click the Logins button (or Bookmarks if you have the option to show Logins and Bookmarks together is turned off) on RoboForm toolbar and select a Bookmark. RoboForm will navigate your browser to the address stored in the selected bookmark.
From RoboForm Taskbar icon: Select Logins menu item (or Bookmarks if you have the option to show Logins and Bookmarks together is turned off) and then select a Bookmark to go to.
From the RoboForm Editor: Open bookmark in the Editor and click the GoTo button in the Editor toolbar.
4. Delete, Rename and Clone Bookmarks.
Click Passcard in the RoboForm Editor and select Delete, Rename or Clone command and RoboForm will perform the selected operation on the bookmark shown in the editor. In addition to that you can right-click a bookmark in the list of Passcards in the left pane and select Delete, Rename or Clone.
5. Print List of Bookmarks.
In the Editor select big RoboForm button -> Print List... -> Logins. A dialog appears that previews the printed list of Passcards and Bookmarks. You can click the Print button to print what you see or click Save to save it to an HTML file.
6. E-Mail Bookmark.
You can send Bookmark to a friend by email. The procedure is the same as for Passcard.
|Safenote in the RoboForm Editor|
Use Safenotes to store any secret text data
(anything that RoboForm could not save into Passcards):
* ATM card passwords,
* Safe lock combinations,
* Software activation codes,
* UNIX telnet and rlogin passwords.
1. The Editor.
All viewing and editing of Safenotes is done in the RoboForm Editor. Click RoboForm Taskbar icon to open it and select Safenotes -> Edit.... Or click Safenotes button in RoboForm toolbar and select Edit.
2. Make Safenotes Button Visible.
To make Safenotes button visible on RoboForm toolbar, click RoboForm button on the toolbar and select "Customize Toolbar". Drag Safenotes button from the left pane of the dialog to the right pane. Click Close to confirm.
3. Create a New Safenote.
Click "+" on the Safenote button in the RoboForm Editor.
Or select RoboForm -> Safenotes -> New in RoboForm toolbar.
Or select Safenotes -> New in RoboForm Taskbar icon.
4. Delete, Rename and Clone Safenote.
You can Delete, Rename and Clone safenotes by right-clicking the safenote in the Editor and selecting the corresponding command or by right-clicking a safenote in the list of safenotes that can be accessed from RoboForm button.
5. Print List of Safenotes.
In the RoboForm Editor select big RoboForm button -> Print List... -> Safenotes. A dialog appears that previews the printed list of Safenotes. You can click the Print button to print what you see or click Save to save it to an HTML file.
6a. Send Safenote by E-Mail.
To send a Safenote to a friend by email, open it in the RoboForm Editor and click More -> E-Mail (see the upper-right corner) in Editor toolbar.
You can: (1) send safenote unencrypted, (2) encrypt it by a password and tell it to your friend over the phone or messenger.
6b. Receive Safenote by E-Mail.
When your friend receives a safenote in email, he can open it and the safenote will be shown in the Editor. Of course, your friend should have RoboForm installed.
Since safenote opened from email resides in the temporary files folder of mail program, your friend will not see it in the list of his safenotes. To copy the received safenote to his safenote folder, your friend should click Copy Home button in Editor toolbar of the temporary safenote.
|New Identity Dialog|
RoboForm can also fill long non-password forms from your personal profile that we call an Identity. You fill in your Identity once with all your personal details and then RoboForm will enter that data into web page forms for you. So Identity is a depositary for all your personal data used in form filling.
Usually you would need one or two Identities: one for registering for free stuff with artificial details, the other for making real form-filing e.g. for purchases on the web.
1. Create a New Identity.
Click "+" on the Identity button on the left pane in the Editor. RoboForm will ask for an Identity name and the country in which the new Identity resides. Or click RoboForm -> Identity on the RoboForm toolbar and select New....
When you create a new RoboForm Identity you are asked what Country your Identity resides in. The Country setting affects presentation format of the Identity Editor and form filling rules. RoboForm respects the form filling traditions of your country. It knows the territorial units of your country, the format of phone numbers, birth dates, post codes etc. It also knows the phone Country Code and long distance prefix.
2. Edit personal form filling data using Identity Editor.
* To call it from the RoboForm toolbar, mouse-over the My Identity button and select Edit.
* To call it from the RoboForm Taskbar Icon, click it and select Identities -> Edit. OR just double-click the RoboForm Taskbar Icon.
* Or you can select Start -> Programs -> RoboForm -> RoboForm Editor.
Identity data is presented in several tabs. You can switch between tabs by clicking their headings. Each tab can have several instances. For example, each instance of Credit Card tab represents one credit card, so you can have more than one credit card in an Identity.
3. Saving and Closing.
You can edit any fields in the Identity. Click "Diskette" icon on toolbar or select "Identity -> Save" and changes made to identity will be saved. Click "big RoboForm button -> Save & Close" and changes will be saved and the Editor closed. If you want to discard changes that you made, close the editor by clicking Red X in upper right corner and when RoboForm asks whether to save changes, click No.
* RoboForm auto-saves the current file when you switch to another file to view/edit.
4. Identity Protection by Master Password.
A "Lock" button indicates and changes protection status of the Identity.
- Protected (closed lock, yellow) means that Master Password is required to open this Identity.
- Unprotected (open lock, red) means that no password is require to view and use this Identity.
- You can change the protection status by clicking this button.
[!] Note: We strongly recommend you to password-protect all files that contain sensitive data such as user IDs, passwords, credit card numbers and social security number.
Logoff button indicates presence of Master Password in RoboForm system.
The meaning of the button is the same as in the Editor.
5. Fill from Identity.
If you click the "Fill Forms" button on the toolbar in the Editor, RoboForm will fill forms from this Identity in the topmost browser window. This is not a recommended way for filling in forms, as often it is hard to tell which browser is on top. Filling from RoboForm toolbar is a better way.
6. Delete, Rename and Clone Identities.
Click Identities menu item in the Editor and right-click an Identity Click Delete, Rename or Clone (Copy) command and RoboForm will perform the selected action. You may also right-click in the list of Identities (see the item in RoboForm menu) and select one of the commands from the menu that appears.
7. Change Country of Identity.
Launch RoboForm Editor, choose the Identity you want to alter go to "More -> Country" menu in the upper-right corner and select new Country for your Identity. If you cannot find your country in the displayed list of countries, select Other country.
Changing Country may cause some fields to lose their values or values may become corrupted, because different countries have different sets of fields, with different formats.
8. Print List of Identities.
In the RoboForm Editor click big RoboForm button -> Print List... -> Identities. A dialog appears that previews the printed list of Identities. You may click the Print button to print what you see or click Save to save it to an HTML file.
9. E-Mail Identity.
You can send Identity or Contact to a friend by email. The procedure is the same as for a Login.
10. Viewing Options
Click RoboForm -> View -> Always on Top or click
Always On Top in the lower left corner of the Editor.
It allows to show the Editor as an Always On Top window.
Click RoboForm -> View -> Status bar
Show/hide status bar with the settings of the Editor.
|My Identity button and Mini-Dialog|
1. Fill Forms from Identity using RoboForm Toolbar.
Each of your Identities is shown on RoboForm toolbar as a button. We call this button a My Identity button.
When you see a form that you need to fill in, simply click the button with your identity name on it and forms will be filled in from the Identity that you clicked.
If you want to show more than two My Identity buttons on the Toolbar, navigate to RoboForm - Options - Toolbar, change "Number of My Identity buttons" setting.
The Editor with opened Identity may remain displayed when you are robo-filling forms. But remember that changes that you make in the Editor become effective only after you save them.
2. Selecting Tab Instances.
If you need to select a Credit Card or another tab instance before filling, mouse over the My Identity button and RoboForm will show mini-dialog that allows you to select Credit Card and other tab instances to be used in form filling. Make your selection and click Fill Forms button.
3. Fill & Submit.
Mouse over the My Identity button and form filling mini-dialog will appear. If you click Fill & Submit button in this dialog, RoboForm will fill in the form and then automatically submit it.
You can make "Fill & Submit" a default button (by default Fill Forms is the default button) by going to "RoboForm -> Options -> Toolbar" and checking "Fill & Submit is the Default action for My Identities" option.
4. Selective Form Filling.
If you want to fill only some fields on the web page (not all of them), then select (highlight by mouse) the part of the web page that you want to be filled, and click "Fill Forms". RoboForm will fill only the selected fields.
5. Fill Empty Fields Only.
If you set the Fill Empty fields checkbox in the form filling mini-dialog that comes up when you mouse over My Identity button, then only the fields that are not filled (are empty) will be filled. If this option is unchecked, then RoboForm fills both empty and non-empty fields.
6. Selecting Phone Prefix.
RoboForm knows phone number format and country code for all major countries. When filling in forms, it adds Phone Prefix before the number. Phone Prefix is set while editing an Identity in the Editor, the button is available on the menu bar. It can be set to one of:
* None: no prefix (default option for the US),
* National Prefix: prefix that is dialed to call long distance inside the country (1 in the US, 0 in most European countries).
* Country Code: country code, used when making international calls.
7. English Selection Values Option.
This option is located on the form filling mini-dialog that appears when you mouse over the Identity in RoboForm toolbar. If this option is On then English values are used when filling out fields that are presented as selections in Identity and as plain text fields in online form. If this option is Off then the value in the language local to your current identity is used.
8. AutoFill Dialog.
Another way to automatically fill and submit personal data from Identities is to use AutoFill Dialog, described elsewhere in the Manual.
9. Drag-And-Drop Identity Fields to Online Form.
If Identity does not fill some fields automatically, you may drag-and-drop field values from the Identity Editor to the online form:
- Click field name and start dragging it into the field of the form, it should get pasted into the field when you release the mouse button;
10. Copy-and-Paste Identity Fields to Forms and Applications.
You can also Copy-and-Paste values into the online form or an application (most applications can Paste from clipboard):
- Open Identity in the RoboForm Editor, click the Name of the field, it will copy field value to Clipboard.
- In your online form or application click the field to be filled and press Ctrl+V or Ctrl+Insert or invoke Paste command using this application user interface.
- You can copy and paste field combinations and entire sections. The button to copy the whole section is at the upper right corner of the tab.
|Credit Card Instances in Identity Editor|
Fields in the Identity are grouped in sections. You can see only one section at a time in Identity Editor. When you click on another section in the list, you will see another group of fields.
These are sections available in Identity:
- Credit Card
- Bank Account
Each section can have many instances. Example: Credit Card is a section in Identity. Credit Card section can have many instances inside. So you can store many credit cards in one Identity. Each section instance has a name.
The only section that cannot have instances is a "Custom" section. It contains user-defined fields.
Instance Tree in Left Navigator.
The hierarchy of sections is shown as a tree in the left navigator window:
- If a section has only one instance, it is shown as a tree node directly under the identity node.
- If a section has more than one instance, then the tree node under the identity represents the section itself (one level down) and children nodes of the section represent individual section instances (two levels down).
When section has only one instance, the name of this instance is not shown, name of section (such as Credit Card or Person) is shown instead. When you create a second instance of the section, then the first instance of the section gets the default name "[Main]". You can change the default instance name by renaming the instance.
Create New Instance.
Select section in which you want to create new instance by clicking it in the list of sections.
A button with current section name in Editor Toolbar indicates what section you selected.
Click "New <Section Name>" button in the Editor toolbar,
this would create new instance of section.
For example, to create second Credit Card, click "Credit Card" section, then click "New Credit Card" button.
Click section name in Editor toolbar, select Delete, this would delete the current instance.
Or right-click the instance in the Left Tree Navigator and select Delete.
For example, to delete an Address that you do not need, select the Address to delete in Left Navigator Tree, then select "Address -> Delete" in toolbar or right-click instance in the tree and select Delete.
Select the instance to be renamed in the Left Tree Navigator, right-click it and select Rename. Or click section name in the Editor toolbar and select Rename. This would rename the selected instance.
Click section name in Editor toolbar, select Clear. This would empty all values in the current instance.
Form Filling with Instances.
Mouse over the button that has the name of your Identity on it. A list of all instances will be shown and you will be able to select what instances to use in form filling before clicking Fill Forms button.
Identity is made of sections.
Every sections represents an object in the real world.
So Identity bundles together a bunch of related real world objects.
All sections can have multiple instances, each representing an object of the same kind.
The meanings of most Identity fields are obvious, here are some explanations for those that are not.
Top section in the Identity section tree shows summary of fields in the Identity or Contact. It cannot be edited, you need to edit the sections from which this summary data is assembled.
Person is a live person that is identified by his/her name, date of birth, Social Security Number or its equivalent. A person has a set of phone numbers associated with him/her. Also a person has an email and several instant messenger IDs.
Several persons that form a family usually appear in one Identity. In a business world, several Persons who belong to the same Business can be put into one Identity.
Title is the same as Salutation.
* Phone Number format depends on the Country of your Identity, so make sure that the Country setting is correct.
* Do not enter country code and/or dialing prefixes into Phone Numbers. RoboForm generates these prefixes automatically when filling in the forms. Example: German phone number "551 53 11 508" should not be entered as "0-551-53 11 508" or "+49-551-53 11 508", RoboForm can generate both long distance prefix "0" and country code "49" when filling forms.
* The field after "X" is for phone Extension digits. Put it in if your phone number has one.
* Phone is your default phone, it is filled when web site form asks for Phone without saying which phone it is Home or Work.
* We assume that your Daytime Phone is same as your Work Phone and your Evening Phone is same as your Home Phone, that is that you work at daytime and go home in the evening.
Income: put in an integer in dollars, do not use commas, dots or dollar/pound signs.
Driver License Number: do not use dashes or spaces.
[!] Note: You are not required to fill in all the fields. Feel free to use only the fields you really need to be stored or used for form-filling.
Business Section represents a business entity such as Company, Corporation, Organization, Government Agency, School or Church with which Person(s) are associated (they work there, or visit this or that institution).
Business has a name, web site, business type, etc. Business address is stored in Address section.
Business phones are stored in Person section. If you do not know any specific person in the business, you are filling fields for a virtual person such as phone operator or sales or support person.
Address is an address of a physical (geographical) location. You can have several Addresses in an Identity. For example, a family would have their main home as first Address as their vacation home as second Address. A company would have each office as an Address.
Address format depends on the Country of your Identity, make sure the Country is set up correctly. Country field in the Address section is not editable, you may change it in Edit -> Country, thus changing the Identity country-related formats and rules.
Address Line 1 contains House Number and Street Name.
If you use a PO Box, put the PO Box number into this line like: "PO Box 10101".
Address Line 2 contains your Apartment Number like: "Apt. 202".
Actually you may put whatever you want in both lines.
Zip 5+4: the last 4 digits of the Zip code are not required.
Note, that some sites allow Zip codes only with 5 digits.
Just a Credit Card. A family or a company may have one or more credit cards.
Card Number: enter it without dashes or spaces.
Validation Code: this is a 3- or 4-digit number that is usually printed next to your signature on the back side of the card. This is a credit card verification feature that is requested fairly often by sites.
Card User Name should be in format "FirstName LastName", no Middle Initial is allowed.
Customer Svc Phone is the 800 number of Customer Service of the bank that issued the card.
Same as with credit cards, a family or a company can have several bank accounts and RoboForm reflects that.
Same as with bank accounts and cards, a family or a company can have several cars with their numbers and other details and RoboForm reflects that.
Here you can store your favorite passwords and security questions that you would use when creating new accounts.
The Favorite User ID and Favorite Password fields are your *default* UserIDs/Passwords.
When you want to save an existing UserID/Password pair,
use Passcards for this, do not put them into Identity.
Put into Identity the default low-security UserID/Password pair
that you would use for security-insensitive sites.
Password Question is the question that sites ask you when you forget the password. Many sites allow you to define this question, hence the field. A common question is "What is your mother maiden name?", "What is the name of your pet?"
Password Answer is your standard answer to the standard question above.
1. Do You Really Need AutoFill?
AutoFill was the recommended way to fill forms in RoboForm ver 5 and older. In ver 6 and 7 AutoFill is not needed for filling/saving HTML forms as it is fully replaced by the toolbar.
Some people like AutoFill dialog because:
- If one uses AutoFill dialog, he can hide RoboForm toolbar.
- AutoFill dialog attracts more attention than button on the toolbar.
Some people (including us) do not like AutoFill, because:
- It takes space when it pops up, so it can hide a part of web page.
- Sometimes AutoFill appears when you do not want to fill forms, it can get annoying.
2. How Does AutoFill Work?
By default AutoFill dialog is disabled. To enable AutoFill dialog
go into "RoboForm -> Options -> AutoFill" and
check "Offer to AutoFill Web (HTML) Forms".
AutoFill dialog pops up if you navigate to a web page that contains:
- a password form for which you have saved a Login from which this form can be filled, OR
- a long (more than 4 fields by default) non-password form that RoboForm can fill in.
AutoFill dialog shows the list of:
- Matching Logins AND
- Identities, all of them.
How to Fill:
- Click the Login or Identity you want to fill from and the selected Login/Identity gets highlighted.
- Click Fill Forms button or press the Enter key and forms will be filled from the selected file.
- Click the "No" button or press the ESC key if you do not want to fill forms.
3. Fill & Submit.
If you click Fill & Submit button in this dialog, RoboForm will both fill forms and click the Submit button for you.
If you want to make "Fill & Submit" a default button (initially Fill Forms is the default button) when Login is selected, then go to "RoboForm -> Options -> AutoFill" and check "<Fill & Submit> is the Default action for Matching Passcards".
If you want to make "Fill & Submit" a default button when Identity is selected, then go to "RoboForm -> Options -> AutoFill" and check "<Fill & Submit> is the Default action for My Identities".
4. Fillable Logins vs Matching Logins.
Fillable Passcards are defined as Logins that:
-- Have URL that matches URL of the current web page, AND
-- Can fill forms on the current web page.
Note that AutoFill lists fewer Logins than RoboForm Toolbar, because Toolbar shows Logins that match only by URL while AutoFill actually tries to fill forms from Logins on the background and rejects Logins from which forms on the page cannot be filled.
5. Manually calling up AutoFill.
If AutoFill dialog does not come up, you can call it up: right-click the web page and select Fill Forms.
Or click RoboForm Taskbar Icon and select Fill Forms and RoboForm will popup AutoFill for the topmost (last seen) web browser.
6. When AutoFill Pops Up: Fine-Tuning Rules.
In "RoboForm -> Options -> AutoFill -> When AutoFill Pops Up" you can control popping up of AutoFill:
* Only from Passcards / Only from Identities
By default AutoFill pops up when it can fill form from Passcards OR Identities.
Using this option, you can limit popups to Passcards only or Identities only.
* ...only On Pages with Passwords
By default AutoFill from Passcards pops up only on the pages that have password fields. If you uncheck this option, AutoFill will popup on pages with no password fields, as long as there are matching Passcards for the page.
* Number of Fields that Trigger AutoFill from Identity
By default AutoFill from Identities pops up if there are at least 4 available fields on the page.
You can change minimal number of required fields in this option.
7. Customizing AutoFill Dialog Appearance.
In "RoboForm -> Options -> AutoFill -> AutoFill Dialog Appearance" you can change AutoFill appearance:
* AutoFill Dialog Position
By default AutoFill dialog appears to the right of the browser window, outside the window (Right Out). You can change it to Center -- in the center of the browser window, or to Right In -- inside the browser window, to the left of the right border of the window.
If there is no enough space on the outside of browser window for AutoFill to appear, it will appear inside the window.
* AutoFill steals Keyboard focus
By default AutoFill dialog does not change the keyboard focus when it appears. If you check this option, then AutoFill dialog would steal keyboard focus when it appears. That is, you will be able to use keyboard commands of AutoFill dialog without clicking it with the mouse first.
* Hide AutoFill dialog when browser is not on top
By default AutoFill dialog remains visible when underlying browser window becomes inactive, that is, when browser window is not the top window on desktop. If you check this option, RoboForm will hide AutoFill dialog if underlying browser becomes inactive (not topmost).
9. AutoFill Without Asking.
If you want RoboForm to fill in all forms without requesting permission (we do NOT recommend that) then open the Options dialog, switch to AutoFill item, make sure that "Offer to AutoFill Web Forms" is checked and then check the AutoFill Without Asking checkbox. Then instead of showing the AutoFill dialog RoboForm will fill in the forms from the best matching Login or if no matching Logins are available, from the most recently used identity.
These commands are not related to Passcards or Identities.
1. Clear Fields.
"RoboForm -> Fields -> Clear Fields" command clears all fields. It clears all form fields or all selected fields.
2. Reset Fields.
"RoboForm -> Fields -> Reset Fields" command resets all fields or all selected fields to their default values (values that fields had when the page finished downloading). If all default field values are empty, it performs the same action as "Clear Fields".
3. Set Fields.
"RoboForm -> Fields -> Set Fields" command sets all checkbox fields in a form or its selected fragment. This command also works on fields of other types. It puts the value of a custom field named "Set Fields Value" into all fields in the form or all selected fields. You may use it to fill several adjacent fields with one value.
4. Putting the Commands on Toolbar.
Each of the commands listed above has a button for it on RoboForm toolbar. To make the buttons visible, click RoboForm -> Customize Toolbar..., select Customize Toolbar and move the buttons you need into "Current toolbar buttons".
Search Box appears between RoboForm button and Logins button on RoboForm Toolbar.
If you have no open browser windows, you may reveal a standalone RoboForm Search Box by moving the mouse over the RoboForm taskbar icon (you may toggle this behavior of the Search Box in RoboForm -> Options -> General -> Auto show/hide Search Box).
Start typing a word or sentence and RoboForm will show you where the typed word/sentence can be found or what other actions can be applied to it. If you press ENTER, the first shown choice is executed. Use up-down arrow buttons or mouse to select another search choice.
When you select an item in the Search Box, its default action is executed:
- For Passcards default action is Login,
- For Bookmarks it is Goto,
- For Safenotes and Contacts default action is Edit,
- For Identities default action is Fill Forms,
- For Search Engines and SearchCards default action is Search.
Alternative Actions - RightClick.
Or you may right-click the item in the search box list and select an alternative action to be applied to the typed string.
Example: you may Edit passcard that you found instead of Logging in, or
you may Login In New Window instead of Login in Same Window.
Find Passcard, Safenote, Identity by Name.
Search box shows Passcard, Safenote and Identity names that have the typed word as a part of their name. If you typed less than 3 characters, it shows Passcard, Safenote and Identity Names that begin with the typed sequence.
Search for String in RoboForm File Contents.
Type a word in Search Box, select "Search 'word' in RoboForm Files" and
typed "word" will be searched in bodies of all RoboForm files.
Query Search Engine (Yahoo - F3).
Type a phrase in Search Box, select "Search 'phrase' in Yahoo" or click F3 and
typed phrase will be searched in Yahoo search engine.
More search engines are available thru customization.
More Search Engines (Google - F6).
Enable "Search 'phrase' in Google" or any other search engine in Options -> Search.
Type a phrase in Search Box, select "Search 'phrase' in Google" or click F6 and
typed phrase will be searched in Google.
Any search engines or information lookup can be added using SearchCards, see below.
SearchCards - Ultimate Flexibility in Search.
Any sequence of: (i) navigating to the web page, (ii) filling forms from passcard, (iii) clicking Submit button, can be automated using a SearchCard.
A word or a sentence that you type in Search Box becomes an argument to SearchCard, and when you type a word or a sentence in Search Box, select one of the SearchCards and click ENTER, the whole navigate-fill-submit sequence will be executed automatically for you.
How to Create a SearchCard.
* Navigate to a web site, say, to maps.google.com (if you want to create a SearchCard for Google Maps).
* Type word rfarg (for argument) into the search/lookup field.
* Alt+Click the Submit/Search button, in this example "Search Maps" button.
* AutoSave dialog comes up, with "Save SearchCard" box checked.
* Type a descriptive name into Passcard Name, such as "Google Maps".
* Make sure that "Save SearchCard" checkbox is ticked and click "Save" and your SearchCard is saved.
* Now when you type "11781 Lee Jackson Memorial Hwy, VA 22033" into Search Box, Google Maps appears as one of Search Choices. If you select it, RoboForm goes to maps.google.com, enters "11781 Lee Jackson Memorial Hwy, VA 22033" into search field, and clicks Search Maps button.
* Since this SearchCard executes 3 steps, it is called a 3-step SearchCard.
1-step SearchCards vs 3-step SearchCards.
If search argument appears in URL of the web page with results, then it may be possible to navigate to the result page directly and search arguments embedded into URL will cause web site to perform the search.
If RoboForm sees the rfarg string that you entered into search field appears in URL of the results page then it will offer to save 1-step SearchCard that goes to the result URL directly.
Note that not all SearchCards work in 1-step variant, often all 3 steps are required. Example: Google Maps SearchCard does not work as a 1-step SearchCard, it requires 3 steps.
Text Selection as Search Argument.
Select any text on web page and click RoboForm Search Box and
the selected text appears in Search Box automatically.
All you have to do is to select search action from the menu.
Example: select Siber address on the Contact page and then
select Google Maps (created per instructions above) from the search list.
Every SearchCard can be assigned a Hot Key, so that
instead of going up and down the list of Search Choices
you simply click the Hot Key for this SearchCard.
Hot Keys are assigned in RoboForm -> Options -> Search.
You can control what is shown in Search Box for your SearchCard.
Edit the Prompt$ field in the SearchCard using the RoboForm Editor.
%rfarg% is replaced with the typed sentence.
For instance, you may want to have the following Prompt$ in Google Maps SearchCard:
Show '%rfarg%' in Google Maps
Argument Entry Dialog.
If you select SearchCard from Logins menu of RoboForm toolbar then SearchCard Argument Entry dialog will be shown, it requests values of searchcard arguments.
You can change prompts for arguments using the Prompt field of the searchcard:
%rfarg:-Enter Address Here%
that appears in Prompt field of SearchCard sets prompt to "Enter Address Here".
You can have more than one argument to a SearchCard.
In this case arguments should appear in SearchCard as %rfarg1%, %rfarg2%, and so on.
When you enter more than argument in search box, they should be separated by , (comma).
|Saving Login to Folders|
You can use RoboForm Folders for the same purpose you use Windows folders -- to organize and classify your files, in this case Passcards, identities or Safenotes.
Home Folder and Tree of Folders.
You start building your tree of folders from the Home Folder. All your Passcards and identities are initially stored in the Home Folder and if you never create a sub-folder in Home Folder, you will have a completely flat list of files.
You can create one or more folders in the Home Folder and put your RoboForm files into them, thus classifying your files.
Creating Passcard (or any File) in a Folder.
When creating a new Passcard in SaveForms dialog (or new Identity in New Identity dialog or Safenote in New Safenote dialog), click "Create In" button in the dialog and RoboForm will show you the previously hidden right half of the dialog that allows you to select the folder into which the newly created file will placed.
Creating New Folder.
When creating a new file (such as in Save Forms dialog), select the existing folder and click the New Folder button. New folder will be created in the selected folder after you enter new folder name. Initially you only have Home Folder, so your first new Folder will be created in Home Folder.
|Folders in the RoboForm Editor|
Folders in Logins.
Folders will be shown in Logins (Identities, Safenotes) menus in RoboForm Toolbar and Taskbar. The tree of folders is shown as cascading menu and can drill down into the folder just by mousing over it. Note, that empty folders, or folders that do not contain e.g. logins, are not displayed in the list, though they are displayed in the Editor.
Folders in the Editor.
In the left Navigator window of the RoboForm Editor and you will see the tree of folders that you created. If you click the "+" on the folder, the folder will open to show its contents. If you click the folder itself, the files contained in it will be shown on the right.
You can do a number of file/folder operations using the Editor.
Copy File from Folder to Folder.
Go to the source folder, right-click the file to be copied in the left navigator pane and select Copy or press CTRL+C. Then right-click the destination folder and select Paste or press CTRL+V. File will get copied.
Move File from Folder to Folder.
Go to the source folder, right-click the file to be moved in the left navigator pane and select Cut or press CTRL+X. Then right-click the destination folder and select Paste or press CTRL+V. File will be moved.
Right-click folder and select Delete.
The Password Generator generates random passwords of any length. Randomness of generated passwords makes them hard to guess.
Starting Password Generator:
- Mouse over the Generate button in RoboForm toolbar; OR
- Click RoboForm button in toolbar or RoboForm Taskbar Icon and select "Tools -> Generate Passwords".
- You may also launch RoboForm Password Generator from Windows Start -> Programs -> RoboForm -> Generate Passwords
- When the Generator window comes up for the first time, it automatically generates new password.
- To generate another password, click Generate button.
Filling Generated Passwords into HTML forms.
- Click Fill to fill the generated password into password fields.
- If you want to fill only some password fields, select them before clicking Fill button (grab text before and after the fields too).
Using Generated Passwords in Other Applications.
- Click Copy button to copy generated password to clipboard. You can then paste it into any text/password field in any application.
- Drag generated password into any text field that accepts drag-and-drop.
Customizing Generated Passwords.
- Number of characters in the password, character set and other settings can be changed in the dialog itself.
- RoboForm shows bit strength of the generated password. We recommend to have at least 64 bits there.
Using Password Generator to Change Password in Online Account.
How to change your password in online account to a password generated by Password Generator:
- Login into your account and go to Change Password section.
- Mouse over Generate button and click Generate to get a new password.
- Click Generate -> Fill to fill the generated password into online form.
- If you have several password fields on the form (old and new password), select fields to be filled.
- Click Submit button to make the change on the site.
- Log out from the account.
- Go back to login page using Go & Fill on the old passcard.
- Fill the newly generated password using the Generate -> Fill button.
- Click the Login button.
- AutoSave offers to save newly generated password off the official login page.
|Request Master Password|
If other people have access to your computer and you do not want them to view or use your Passcards, Identities or Safenotes (files), then you should protect these files with Master Password. We describe password protection as applied to Passcards for brevity. All commands and displays are the same for Identities and Safenotes.
1. Password Protection by Master Password.
Passcard (or any file) is said to be Password-Protected by Master Password if in order to open and use or edit a passcard you are required to enter Master Password, as in picture on the right.
|Protected Passcard in the RoboForm Editor|
2. View and Change the Password-Protection Status of Identities/Logins/Safenots.
* Unprotected files have a small red open lock icon over the file icon, in every list of files displayed by RoboForm: in RoboForm Editor, in Identities/Logins/Safenotes lists, etc.
In RoboForm Editor:
* If editor toolbar displays an "Red Open Lock" button, then this file is unprotected. Click this button to change protection status to password-protected.
* If editor toolbar displays a "Yellow Closed Lock" button, then this file is password-protected. Click this button to change protection status to not-protected.
3. Password-Protecting New Files.
You are asked to create new Master Password when you install RoboForm for the first time. New RoboForm files are automatically protected when they are created, if Master Password has been setup and Password-Protect New Passcard/ Identity/ Safenote option is set in RoboForm -> Options -> Security.
[!] Note: We strongly recommend you to password-protect the files that contain sensitive data such as user IDs, passwords, credit card numbers and social security number.
4. Master Password Caching.
Once you enter the Master Password, it is cached in memory, so that you do not need to reenter it over and over again. Master Password remains cached as long as RoboForm remains in memory.
When Master Password is cached in memory, RoboForm Taskbar icon and RoboForm Toolbar icon will turn into a stylized Robot with sunglasses. When no passwords are cached, the icon is simply Robot without sunglasses.
You can force RoboForm to purge cached Master Password from memory by selecting the RoboForm -> Logoff menu item on the toolbar or by clicking the Logoff button in the Editor.
RoboForm automatically logs you off (purges cached Master Password from memory) after 120 mins (2 hours) of inactivity. You can change this setting in the "RoboForm -> Options -> Security" dialog.
RoboForm Taskbar icon must be present for Auto-Logoff to work. Taskbar icon is the agent that auto-clicks the "Logoff" button for you.
6. Store Master Password in system protected storage.
If you want to keep your RoboForm User Data protected, but do not like to enter Master Password at all, then you may enable the function to store Master Password in system protected storage of your Windows OS.
Note, that Logoff command has no effect when the function to store Master Password in system protected storage is enabled. So if RoboForm does not logoff automatically, you should check the setting, that is available in RoboForm - Options - Security section.
[!] Note: Even with the above-mentioned option enabled, you still must remember your Master Password. This is because the files will be stored protected, and you will need to enter the Master Password to access a backup copy of your files or access the files after the reinstallation of Windows.
|Set Master Password Dialog|
6. Change Master Password.
If you decide to change your Master Password, you can do so by opening the Security dialog (select "RoboForm -> Options" in the toolbar) and clicking "Set Master Password, Mass protect/unprotect" button in the "Security" section.
The "Set Master Password..." command will change the password in every passcard and identity, so that you do not have to do it manually. It also has a radio button option to password-protect or password-unprotect all Passcards and Identities.
Master Password may consist of any characters. It cannot start and end with spaces. The length of Master Password can be anywhere from 6 to 49 characters. We recommend to make your Master Password at least 8 characters long. It must not be any word or name from the dictionary, so that it cannot be easily guessed using dictionary attack. When you create Master Password during the RoboForm installation, you may measure the strength of the password by the indicator embedded.
7. Dual Master Password.
Dual Master Password allows you to give different levels of access to a passcard, depending on which variant of Master Password is entered. Dual Master Passwords consist of two parts separated by backslash "\".
* If only the first part of the password is entered (Example: employee enters "pass") then
user can only log in with the passcard but not view or edit it.
* If both parts of the Master Password are entered (Example: supervisor enters "pass\word") then user gains unlimited access to the passcard which includes viewing and editing.
* Note that the "long" Master Password (both parts) should contain at least 6 characters.
Dual Master Password mode is available only in AES, BlowFish and RC6 encryption methods. To enable it, go to "RoboForm -> Options -> Security" and check "Dual Password" checkbox. Passcards saved when Dual Password mode is On will have the special interpretation of backslash inside the Master Password, as described above.
How to migrate to Dual Password system:
* In RoboForm -> Options -> Security select AES, Blowfish or RC6 encryption algorithm.
* Check Dual Password checkbox in the same tab.
* Click "Set Master Password..." button. Enter old master password and new master password in the form "pass\word". This will re-protect your passcards with the new master password.
8. Master Password and Other Passwords.
Each Passcard (or any RoboForm file) is password-protected by its own password (one for all if you protect all your RoboForm User Data with one Master Password) and this password is used as a key to encrypt and decrypt the passcard.
To reduce the number of passwords that you need to remember to just one, RoboForm forces you to use the same password for all RoboForm files.
However, if you changed the Master Password in the past, or if you have imported Passcards from another computer then you might have some of Passcards protected by different master passwords.
RoboForm caches most recently entered passwords in memory.
9. Encryption Strength
These are encryption key lengths for different encryption methods.
AES key length depends on Master Password key length:
* 128 bit for MP less than 32 chars,
* 192 bit for MP from 32 to 47 chars,
* 256 bit for MP 48 chars or longer.
The security of sensitive digital assets such as Identities and Passcards has several aspects:
1. Can the legitimate user change his/her confidential info and/or delete it from computer with no trace left?
2. Is backup and restore of confidential data available? Is it easy?
3. Can an unauthorized user who has obtained access to your computer (physically or via Internet) use your confidential data?
Here we compare approaches of other password management services to the RoboForm approach:
Internet Explorer AutoComplete.
1. It is not completely clear where IE keeps passwords memorized by AutoComplete. It is even less clear whether this information can be removed without a trace left.
2. Password info cannot be backed up and restored.
3. Anybody who has physical access to your computer can make IE "remember" your passwords by finding your sensitive sites in Favorites and History, visiting them and clicking Arrow Down key in the password fields.
1. RoboForm stores your personal info in a known place on your computer and nowhere else. Once you delete RoboForm User Data Folder, all your confidential data is gone with no trace left.
If you have created RoboForm Everywhere account and the function to synchronize with the account is enabled in RoboForm, then your files are also stored in your RoboForm Everywhere account in the cloud. Read more about RoboForm Everywhere security.
2. You can backup and restore RoboForm User Data Folder easily.
3. If you password-protect your Passcards and Identities, nobody will be able to read them. Even if a hacker manages to steal your Passcards from your computer physically, he will then have to crack the AES, RC6 or BlowFish encryption used in your Passcards and Identities, and they are nearly impossible to crack.
How to Maximize Personal Data Security in RoboForm.
If you want to achieve the maximum level of security, do this:
* Check "Password-Protect New Passcards" in the "Options -> Security" dialog.
* Make sure that all sensitive Passcards and Identities are password-protected. The Lock icon should be yellow and locked, and the Protected menu item should be checked. Remember that anybody who is allowed to read files on your computer will be able to extract your sensitive info from any Passcard or Identity that is not password-protected -- so do password-protect them.
* When you leave your computer, click the "Logoff" button on the RoboForm toolbar so that all entered passwords are purged from memory.
RoboForm2Go achieves greatest security due to physical storage factors.
When you pull out portable disk (USB disk usually) with RoboForm data from a computer,
no traces of your Passcards are left on the computer where you use RoboForm2Go.
This is because your Passcards and other sensitive RF data is stored on the disk that you pulled out.
Therefore you achive greatest physical security with RoboForm2Go.
But your sacrifice is less duplication for your passcrads (only one copy on USB disk).
RoboForm2Go disk becomes a single point of failure: if you lose it, you lose all your Passcards.
[!] Note: That is why we strongly recommend all users to make backup copies of RoboForm User Data to some external medium and/or use RoboForm Everywhere cloud service online, that supports the synchronization with RoboForm Desktop and RoboForm2Go on the fly.
Identities, Passcards and Safenotes are the files stored in the User Data Folder.
Each RoboForm Identity and Passcard or Safenote is stored in a separate file.
Identity files have a RFT extension.
Contact files have a RFC extension.
Passcard (Login) files have a RFP extension.
Bookmarks files have a RFB extension.
Blocking Passcards files have a RFX extension.
Safenote files have a RFN extension.
SearchCard files have a RFQ extension.
License and option files have RFO extension.
View User Data Folder.
To view User Data Folder in Windows Explorer, select "RoboForm -> Tools -> Profiles -> Explore Folder".
|Options -> User Data|
Refresh User Data Folder.
Select RoboForm -> Tools -> Profiles -> Refresh Folder to refresh RoboForm file from the files in the User Data Folder. RoboForm caches contents of User Data Folder in memory, so if you make changes to this folder using Windows Explorer or other file management applications, you should refresh RoboForm file cache.
Change User Data Folder.
Select RoboForm -> Options -> User Data -> Set Folder and choose a new User Data Folder. Once you click OK, RoboForm will start reading Identities and Passcards from the selected folder and saving new Passcards and Identities to the selected folder.
When you change the User Data Folder, RoboForm does not copy RFT and RFP files from the old folder to the new folder, so you should do that manually if you need.
Where are RoboForm2Go user files stored on USB disk and how to change location of this folder.
RoboForm2Go only: RoboForm Data files (Passcards, etc) are stored in folder "\My RoboForm Data\Default Profile" of your USB disk. To change the folder where RF Data is stored, use "RoboForm2Go -> Options -> User Data -> Set Folder" command. Section on Portable.ini file provides more details on how RoboForm2Go data files are searched for on USB drive when RoboForm2Go starts up.
Backing up and restoring RoboForm User Data is just a file copy process. You can do it yourself or RoboForm can do it for you.
Backup User Data.
- In "RoboForm -> Options -> User Data" click "Backup" button.
- Select a folder to which you want to backup (copy) your Passcards and Identities.
- RoboForm will erase all files in the destination folder and then
- RoboForm will copy your user data files to the destination folder.
Or you may use Windows Explorer to copy all files from RoboForm User Data folder
(RoboForm -> Options -> User Data -> Explore Folder...) to a backup folder.
We suggest you to use some other drive on your PC or an external medium for backup copies.
Do not use a folder inside your RoboForm User Data folder for backup. There are several reasons why you should not do that:
1) RoboForm will see both the working copy and the backup copy within your User Data folder, so it will display duplicates in Matching Passcards list.
2) If the drive crashes, you will lose the whole dirve contents, both the working copy and the backup. That is why you should put a backup copy to a totally different place.
Restore User Data.
In "RoboForm -> Options -> User Data" click "Restore" button.
- Select a folder from which you want to restore (copy) your Passcards and Identities.
- RoboForm will erase all files in current User Data folder and then
- RoboForm will copy your RoboForm data files from the backup folder to your current RoboForm User Data folder.
Or you may use Windows Explorer to copy all files from your backup folder to the current User Data folder.
Copy from Computer A to Computer B with no Internet connection.
- Backup data from Computer A to a backup device/volume such as USB disk.
- Insert this device/volume into Computer B.
- Restore RoboForm files from backup device.
Copy from Computer A to Computer B with Internet connection.
- Setup a new RoboForm Everywhere account on Computer A (if you have none) at RoboForm -> Sync (Turn On Sync) -> Settings...
- Synchronize your Computer A with the RoboForm Everywhere account.
- Enter the same UserID and Password on Computer B at RoboForm -> Sync (Turn On Sync) -> Settings...
- Synchronize your Computer B with the account.
Refresh after Restore.
If you restore your RoboForm Passcard and Identity files by copying them to the "My RoboForm Data" folder using Windows Explorer or any other file copy program, then you should make RoboForm re-read the files after the copy is complete, because RoboForm does not know that RoboForm User Data files set has been updated.
Select RoboForm -> Tools -> Profiles -> Refresh Folder to make RoboForm re-read all user files.
The refresh operation is performed automatically if you utilize RoboForm Everywhere account online to sync RoboForm User Data among computers and devices.
If you share your computer with other people and want to have several separate sets of Passcards and Identities within one Windows user, then multiple RoboForm Profiles (RoboForm User Data folders) should be used.
Available only in RoboForm for PC with the activated license (RoboForm Desktop, RoboForm2Go or RoboForm Everywhere).
Each RoboForm Profile is an independent set of Passcards, Identities and Safenotes that has a separate Master Password.
Current Profile is a RoboForm Profile that is used in RoboForm at the moment. Initially RoboForm creates a Profile for you that is named "Default Profile".
Select "RoboForm -> Tools -> Profiles -> New..." to create a new RoboForm Profile. Freshly created Profile becomes current. New Profile initially has no Passcards or Identities and it has no Master Password.
Select "RoboForm -> Tools -> Profiles -> <ProfileName>" to switch from one Profile to another. Remember that each RoboForm Profile has a separate Master Password.
Rename Current Profile.
Select "RoboForm -> Tools -> Profiles -> Rename..." to rename the current Profile.
Delete Current Profile.
Select "RoboForm -> Tools -> Profiles -> Delete" to delete the current Profile. The Profile that follows the deleted Profile will become current.
RoboForm Profile is just a folder (and its subfolders) with RoboForm Passcards, Identities, Safenotes and Master Password in it. So list of RoboForm Profiles is computed as all folders that are: (i) siblings of the current RoboForm Profile folder, and (ii) contain Passcards, Identities, or Safenotes files.
Applies only to RoboForm, that was installed in Windows, not to RoboForm2Go.
Separate Windows users maintain separate sets of RoboForm User Data and Settings:
* Each Windows user has its own RoboForm Profile, so Identities, Passcards, Safenotes and Master Password are physically separated.
* Each Windows user has its own set of RoboForm settings (the options that one sees in "RoboForm -> Options").
When you install RoboForm, it installs only for the current Windows user. However if you check "Install RoboForm for All Windows Users" checkbox in the installer, RoboForm installs for all Windows users.
Limited and Administrator Users.
If a Windows user is a Limited user (i.e. not Administrator) and Administrator user has not installed RoboForm previously, then Limited User will not have RoboForm controls that can be installed only by Administrator:
- RoboForm buttons in Standard IE toolbar,
- RoboForm context menu items in IE and IE-based browsers.
If you want a Limited User to use all RoboForm controls, you must first install RoboForm from the Administrator user and then install it from the Limited User.
|Options -> IE Menus|
Applies only to RoboForm that was installed in Windows, not to RoboForm2Go.
This is a complete list of RoboForm commands that are available in RoboForm IE Context Menu and through RoboForm button on IE Standard Toolbar.
Initially RoboForm commands marked with "*" in the table are not visible but you can make them visible by selecting Customize Menu from IE context menu.
Most commands can also be invoked with keyboard shortcuts. You should hold the ALT key while pressing the shortcut key on keyboard, this would cause execution of the command.
Keyboard shortcuts are shown in "RoboForm -> Options -> Keyboard", where each shortcut can be enabled or disabled.
List of commands:
|Save Forms||[||Save||-||Passcard -> New...|
|Fill from My Identity||1-9||Click Identity||Fill Forms||Action -> Fill Forms|
|Fill from Matching Passcard||M||Passcards -> select Passcard||Fill Forms||Action -> Fill Forms|
|Fill Forms||]||Fill Forms||Fill Forms||-|
|Fill w/o Asking||Fill Forms -> Fill without Asking||Fill Forms||-|
|Fill & Submit||Z||Fill Forms -> Fill & Submit||Fill & Submit||-|
|GoFill||X||select -> right-click -> GoFill||-||GoFill|
|GoTo||X||select -> right-click -> GoTo||-||GoTo|
|Set Fields||=||Fields -> Set Fields||-||-|
|Reset Fields||-||Fields -> Reset Fields||-||-|
|Clear Fields||0||Fields -> Clear Fields||-||-|
|Identities Editor||,||Identities -> Edit||... -> Edit||select Identity|
|Passcards Editor||.||Logins -> Edit||... -> Edit||select Passcard|
|Safenotes Editor||/||Safenotes -> Edit||-||select Safenote|
|Rename||select -> right-click -> Rename||... -> Rename||Passcard -> Rename|
|Clone||select -> right-click -> Clone||... -> Clone||Passcard -> Clone|
|Delete||select -> right-click -> Delete||... -> Delete||Passcard -> Delete|
|Delete||Delete key||Delete key|
|Options||O||RoboForm -> Options||-||View -> Options|
|Customize Menu||right-click page -> Customize||-||View -> Options -> CtxMenu|
|Password Generator||P||mouse over Generate||-||Tools -> Password Genr|
|RoboForm Toolbar||R||RoboForm -> Hide||-||-|
|Taskbar Icon||I||RoboForm -> Tools -> Taskbar Icon||-||Tools -> Taskbar Icon|
|Login||Passcards.exe -l PasscardPath|
|GoFill||Passcards.exe -g PasscardPath|
|GoTo||Passcards.exe -t PasscardPath|
If you want to generate Passcards in a program, you need to know what format of Passcard file is. Passcard file (*.RFP) has several different formats depending on level of encryption and version of RoboForm. Here we disclose only the original plain-text format of Passcards that dates back to ver 4.6.x. Current versions of RoboForm can read this format but they do not write it.
Passcard in this format is a text file in UNICODE (UTF-16LE), so you can read it with MS Notepad or Word. First line contains Passcard URLs in this format:
GotoURL and MatchURL are the actual URLs. "\1" is binary byte 1.
URL line is followed by list of fields, each field taking 3 lines:
The sequence of fields is finished with empty line that designates end of fields.
A field-name may have optional suffix ":txt" or ":pwd" that denotes the field type text or password.
If you need to robo-fill a field that is not listed in the Identity Editor then you can define your own Custom Field. The number of custom fields in Free version of RoboForm is limited to 3.
Custom fields are defined by you in the Custom section of the Identity Editor (the lower item in the list of sections). You have to specify the following for each custom field (from left to right):
|Custom Fields in RoboForm Editor|
Field Name and Other Match Strings together constitute Match String List of the custom field. The Match String List is used to recognize online form field by comparing its text caption with all Match Strings contained in the Match String List. Specifically, every Match String from Match String List is matched against the text caption of an online field. If a match is found, the Identity field that matched is used to fill in the online field.
You want RoboForm to fill "Message" field with "My Great Speech".
This field may also have captions "Your Comments" and "Say It Here".
In the Custom tab you find an unused single-line field and you enter into it:
* Field Name: enter "Message",
* Field Value: enter "My Great Speech",
* Other Match Strings: enter "Comments", press ENTER, enter "Say It Here" on the next line in the same text field.
Check how it works in the Custom Fields Test Form.
Words and Punctuation.
RoboForm matches case-insensitive word sequences. All punctuation characters (, . - ! ?) are removed from both Match Strings and online field text captions before matching. Select "Identity -> Save" or click Save (diskette) button on Editor toolbar after entering Match Strings into the Identity Editor and it will show how Match Strings will look after punctuation has been removed.
You need to add a custom field for a checkbox captioned "Are you 18! or over?".
In the Custom tab you find an unused single-line field and enter into it:
* Field Name: enter "Old Enough" (will work as a match too),
* Field Value: enter "X",
* Other Match Strings: enter "Are you 18! or over?" and click Save. It will turn into "are you 18 or over" which will be used for matching.
Check how it works in the Custom Fields Test Form.
Multiline Custom Fields. (in RoboForm activated with a license only)
One field at the bottom of the Custom Tab is a multi-line field. It has more than one line in its Field Value. This field will increase its size as you add more lines to it. Also if you fill unused multiline fields at the bottom of the Custom tab, another empty multiline field will be added when you click Save or reopen the Identity Editor. So the number of multiline fields is unlimited.
You want RoboForm to fill in a resume for you at an online job search site.
Add a custom multiline field named "Resume" (this will match any caption with word resume in it) and
assign it a multiline value "John Smith <ENTER>VirtuCon 1997-99<ENTER>Chief Designer".
Check how it works in the Custom Fields Test Form.
RoboForm can robo-fill checkbox fields (RoboForm has no standard checkbox fields, so you need to create a custom field). The Match Strings of this field will be matched against the text caption of the online checkbox field. Use any "*" value to cause checking of the checkbox field, use "0" value (starting with RF ver 6.9.4) to cause unchecking of the checkbox. Empty value "" tells RoboForm to ignore the checkbox (no checking or unchecking).
Example: Add custom field named "18 or over" and assign it an "*" value. It will check any check box that has "18 or over" in its caption. See how it works in the Custom Fields Test Form.
Radio Button Fields.
RoboForm can robo-fill custom radio button fields (Credit Card Type is an example of a standard radio button field). To make this happen, create a custom field. RoboForm breaks an online radio button field into a field caption and list of field values. The caption of the online field is matched against the Match Strings of your custom field, and the value list of the online radio button field is matched against the value of your custom field.
Example: Add custom field named "Marital Status". Assign it any of these values: "Married", "Single", "Divorced", "Widow". See how it works in the Custom Fields Test Form.
Subset Matches and Exact Matches.
The Match String of the custom field matches a sequence of words in the online field caption, so that the matched word sequence must be a subset of the entire online field caption. Words in the sequence must be exactly the same and their order must be exactly the same. The case of words (lower, upper or capitalized) is disregarded, though.
Sometimes you want to specify Match Strings that match the entire field caption but not its subsets.
Use "=Match String" for this.
Example: If you specify "=Comments" as Other Match String for the Message field, then it will match only fields that have the "Comments" caption but not the field with "Your Comments" or "Comments Here" captions.
HTML Field Name Matches.
We do not believe in using HTML Field Names in matching, because often these names do not make much sense and can even be misleading. But if your field has no text caption at all (for example: it only has a picture caption), then HTML field names are used for matching. So if no match is found using regular text captions, RoboForm tries to match a field by its HTML name. All custom field Match Strings are used in this last-resort match attempt and spaces between words are disregarded in HTML field ID match.
Example: Add custom field named "Attitude", its value being "Positive". The field that has a picture as a caption and "attitude" as its HTML name will match in the Custom Fields Test Form.
One of the main features of RoboForm Everywhere is the ability to synchronize your logins, identities and other data between multiple computers and devices. This allows you to always have up-to-date information in your RoboForm account in all location. Additionally, syncing with Everywhere ensures that your User Data is securely backed up should anything happen to one of your computers or devices.
Initial Synchronization Setup
If you have not yet downloaded RoboForm, please click here to do so. During the installation process, select the RoboForm Everywhere option, which will walk you through the setup process.
If you are already using RoboForm and have not turned on syncing, go to the RoboForm icon in your toolbar >> Sync >> Turn on Sync. From there, the Everywhere setup window will appear, asking you to enter the Master Password that you previously set up. Please note that the Master Password is required for the synchronization, as all the files get copied to your RoboForm Everywhere account in an encrypted state. You may read more about RoboForm Everywhere security here.
RoboForm Sync Settings
The RoboForm Sync Settings window allows you to set up syncing through a new RoboForm Everywhere account or through an account that has already been created. Unless you are an advanced user, Proxy Settings should be left in the default settings.
Note: If you are setting up a new RoboForm Everywhere account, be sure to use a strong password that you will always remember. For security reasons, it is not possible to reset this password if you forget it.
Other Options in the RoboForm >> Sync Menu