User Manual: Save Passwords, Manage Passwords, Remember Passwords, Store Passwords, Memorize Passwords

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RoboForm Version: The manual applies to versions 5.2.0 and later. Please upgrade if you have an earlier version.

Passcards. 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. Passcards also act rather like bookmarks: The Login command: (i) goes to the memorized login page, (ii) fills in the memorized login data and (iii) clicks the Login button.

Identities. RoboForm can also fill long non-password forms from your current personal profile that we call an Identity. You fill in your Identity once with all your personal data and then RoboForm will enter this data into web page forms for you.

Safenotes. Finally 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, lock key combinations and launch codes.

• Getting Started
  * Downloading and Installing RoboForm
  * RoboForm Controls
  * Does RoboForm work in My Browser?
  Best Integration:
   * IE 5.0, IE 5.5, IE 6,  * IE 4
   * Avant, MyIE2, Slim, NetCaptor Browsers
  Good Integration (no toolbar):
   * AOL 5 to 9, MSN, MSN 8, Quicken, BroadPage, etc
  With Adapter:
   * Mozilla 1+, Netscape 7, Firefox 0.7+
  Not Supported:
   * Netscape 4  * Opera,  * Compuserve 7  * Mac  * MSN TV (WebTV)

• Passcards
  * Saving Online Form Data to Passcards
  * Filling Online Forms from Passcards
  * One-Click Login
  * Viewing and Managing Passcards
  * Basic Authentication

• Safenotes

• Identities
  * Creating, Editing and Managing Identities
  * Filling Personal Data from Identities
  * On the Meaning Of Fields and Tab Instances
  * International RoboFilling from Identities

• Password-Protecting Passcards and Identities
  * Personal Data Security in RoboForm

• RoboForm Data on Removable Drive
  * USB KeyChain or thumb, ZIP disk, diskette

• Managing User Data
  * Backup and Restore
  * User Data Files Folder
  * Multiple RoboForm Users
  * Multiple Windows Users

• Reference
  * Commands
  * Command Line
  * Passcard File Format
  * Options

• Advanced Topics
  * Advanced Form Filling Techniques
  * Folders
  * Performance Tuning: Making RoboForm Leaner and Faster
  * Custom Fields

• Password Generator

Getting Started

Downloading and Installing RoboForm

Start Download. Click the Download RoboForm link and a popup window will ask "Would you like to open the file or save it to your computer?" or "What would you like to do with this file?". In IE6 simply click Open. In IE5 and IE4 select "Run this program from its current location" and click OK.

Agree to Install RoboForm. Once the download finishes, another popup window will ask "Do you want to install and run RoboForm from www.roboform.com"? Click "Yes" and installation will begin.

Language and License Agreement. Select language in which RoboForm will talk to you. Read the License Agreement and agree to it.

New or Existing User. On this dialog you should select whether you are using RoboForm for the first time or whether you used it before. The windows that follow will depend on choice you make here. Also you can change folder where RoboForm Passcards and Identities are stored and where RoboForm should place its program files.

Close any Internet Explorer and Windows Explorer windows. The RoboForm installer will offer to close all Internet Explorer and Windows Explorer windows. Click "Yes" and the installer will do it for you. Alternatively you can close these windows manually.

Create Master Password. If you do not have Master Password yet, RoboForm will ask you to create one. Master Password is one passwords that RoboForm uses to protect all Passcards, Identities and Safenotes. This is the only password that you actually need to remember.

Create New Identity. If you have no Identities, RoboForm will offer to create a New Identity. Otherwise your current Identity will be shown. Please set the Country in your Identity correctly -- it affects the quality of form filling a lot. If your country is not listed, select Other Countries.

Enter Personal Data into Identity. Enter your personal data into your Identity and click OK.

Robo-Fill Test Form. After you have finished entering your personal data and clicked OK in the Identity Editor, RoboForm will open an Internet Explorer window with a test form in it. The RoboForm toolbar should be visible in this window.

RoboForm Controls (enlarge)

Install, Uninstall, AutoUpdate FAQ.
More on install, uninstall, version upgrade, AutoUpdate.

RoboForm Controls

1. ToolBar. Appears above the web page. Works in IE5 or later. To show or hide it, click RoboForm button on standard IE toolbar. You may have to click up to 3 times to make it appear. Or select View. Toolbars. RoboForm in IE. The toolbar controls only the browser window in which it appears.
RoboForm toolbar is not visible. Why?
Why is RF toolbar mixed up with Links (Radio) toolbars?
How can I customize the RoboForm toolbar?
How can I make RF toolbar appear on one line with other toolbars?

2. Web Page Context Menu. This appears inside web page when you right-click it. Works in all browsers. Use it when you need to call RoboForm from a web page that has no RF toolbar.
How do I customize (get rid of) RoboForm context menu items?

RoboForm TaskBar Icon with Menu of Passcards (enlarge)

3. TaskBar Icon. Appears in TaskBar (SysTray). It is used:
* To make RoboForm work in non-IE browsers that are based on IE (AOL, MSN, Compuserve, etc).
* To gain easy access to Passcard/Safenote/Identity list and to RoboForm functions.
RF TaskBar icon is not visible in the Windows XP TaskBar. What should I do?
How do I tell RoboForm TaskBar icon not to appear when Windows starts up?

4. Standard IE Toolbar Buttons. This appears in your standard IE toolbar. These buttons can be used to control RoboForm but we recommend using the RoboForm Toolbar (Explorer bar) because RoboForm toolbar has pull-downs and RoboForm buttons in Standard IE toolbar do not have pull-downs.
How do I customize (get rid of) RoboForm buttons in the Standard IE toolbar?

5. Explorer Bar. This appears below the web page. It is good for IE4, and can be used in IE5. To show or hide it, select View. Explorer Bar. RoboForm in IE. The explorer bar controls only the browser window in which it appears.

Example of RoboForm Toolbar customization (enlarge)

Does RoboForm work in my browser?

RoboForm runs on Microsoft Windows 95, 98, Me, 2000, XP (all 32-bit versions).

Internet Explorer 5.0, 5.5 and 6.0

Avant, MyIE2, Slim, NetCaptor Browsers

Internet Explorer 4.0

AOL 5 to 9, MSN, MSN 8, Quicken, BroadPage, Crazy Browser, other browsers based on IE

Requirements.
* RoboForm TaskBar Icon must be present for RoboForm to work with these browsers.
* Microsoft Active Accessibility is required. Run AA Installer if RoboForm asks for it.

No Toolbars and Standard Buttons.
* The RoboForm toolbar, Explorer bar, and standard toolbar buttons are not available. These browsers simply do not allow third party toolbars and buttons.

AOL browser: Native windows vs Internet windows.
The AOL browser has two kinds of windows:
* AOL Native window. This is a fixed-size window that cannot be maximized. You will not be able to use RoboForm to fill forms in such windows, because it is not an HTML browser window.
* AOL Internet window. This is a variable-size window that can be maximized. These windows have a context menu and they are true HTML browser windows. RoboForm works in such windows.

MSN Explorer: Hiding in the TaskBar icon.
When you close an MSN Explorer window, it does not really close -- it appears as a TaskBar (System Tray) icon. When MSN Explorer is in this state, it blocks RoboForm, so you have to fully close MSN Explorer before installing or uninstalling RoboForm. This can be done by right-clicking its TaskBar icon and selecting "Exit MSN".

List of Browsers.
RoboForm attaches to these IE-based browsers (if your favorite browser is not in the list, ask us to add it):

Netscape 7, Mozilla 1+ and Firefox 0.7+

Versions Supported.
RoboForm works in these browser if you install Mozilla / Netscape Adapter Ver 6.4.1 :
• Netscape 7.1 - 8.0.3.3
• Mozilla 1.7.2 - 1.7.11
• Firefox 1.0 - 1.0.6
We do not support versions of Netscape and Mozilla before and after the versions specified above.

Release Schedule.
We publish Adapter only for official dot releases such as 1.2 or 1.3.1, not for alpha and beta releases. It takes 2-5 days for release to be done after the Mozilla release appears.

How To Install.
* Install Netscape 7+ or Mozilla 1+.
* Install RoboForm from AiRoboForm.exe.
* Close *all* Mozilla and Netscape browser windows.
* Close Quick Launch icon of Mozilla/Netscape browser on Windows TaskBar.
* Install the RoboForm Adapter for Netscape7/Mozilla from AiRoboForm-Netscape-Adapter.exe.

Limitations of RoboForm ver 5 in Netscape/Mozilla.
* RoboForm Toolbar in browser does not have Passcards and Identities pulldown buttons, instead it has the Passcards and Identities buttons that call Passcard and Identity Editors. Use Passcard/Identity Editor to set the Current Passcard/Identity by selecting it, then click Login, GoFill, or Fill Forms in RF Toolbar in Mozilla/Netscape.
* Basic Authentication passcards do not work, both form fill and form save.
* Selective Form Filling does not work.
* JavaScript events are not fired when RF fills forms.

RoboForm ver 6 Beta Removes Limitations.
All limitations listed above will be removed in RoboForm ver 6. The toollbar limitation has been already removed in the latest RF beta, you can use Lower Floating Bar with Mozilla-based browsers, it has the same functionality as in native RF toolbar in IE.

Compuserve 7

Netscape 4

Opera

Macintosh browsers

MSN TV (WebTV) browser

Passcards

Use Passcards to store form data that is specific to the web site that you visit, data such as User IDs, Passwords, Magazine Surveys, etc. You can save any form data to Passcards and use it to robo-fill a form later.

Saving Online Form Data to Passcards

AutoSave Dialog

1. AutoSave Forms to Passcard.
When you click the Login (Submit) button on a web form that contains login info 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 OK. 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 warned.

How can I disable AutoSave just for one web site?
How can I permanently disable AutoSave for all web sites?
The AutoSave dialog does not come up when I expect it to. Why?

2. Manually Save Forms to Passcard.
If the AutoSave dialog does not pop up for a web site then you can use the Save Forms command to save form data. Click the Save button on the RoboForm toolbar. The AutoSave dialog will come up. Enter the Passcard name and click OK. You can also invoke the "Save Forms" command by right-clicking the web page and selecting Save Forms.

Filling Form Data from Passcards

AutoFill Dialog

1. AutoFill forms from Passcard.
When you visit a web site for which you saved a Passcard, RoboForm will offer to fill in forms from Passcards saved for this site by displaying a pop up with the AutoFill dialog. Click Show All Passcards to display the entire list of passcards.

Select the Passcard you want to fill from, click the Fill Forms button or press the Enter key and forms will be filled from the selected Passcard. Click the "No" button or press the ESC key if you do not want to fill forms. You can also fill forms from Identity by selecting Identity before clicking Fill Forms.

How can I disable AutoFill AutoSave just for one web site?
How can I permanently disable AutoFill for all web sites?
How can I customize location and behavior of AutoFill dialog?
How can I make AutoFill come up only for Passcards and not for Identities?
The AutoFill dialog does not come up when I expect it to. Why?

2. Manually fill forms from Passcards.
If the AutoFill dialog does not come up for some reason, you can call it up manually. Click the Fill Forms button on the RoboForm toolbar or right-click the web page and select Fill Forms. RoboForm then displays a list of Passcards that match the current web page; select one and click Fill Forms.

3. 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 Passcard Editor to an online form. There are two ways to pick up a field in Passcard Editor:
- Start dragging the field by its drag and drop handle which is a picture of small suitcase,
- Select the field value or its part and then start dragging the selection.

4. Fill & Submit.
If you click Fill & Submit button, RoboForm will fill the form and then automatically submit it.

RoboForm TaskBar Icon with Menu of Passcards (enlarge)

One-Click Login and Navigation

1. Login.
Click the Passcards 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 to the login form,
(iii) Click the Submit/Login button.

Another way to login into passcard is to click RoboForm TaskBar Icon, select Passcards and then select a passcard to login to. The picture on the right shows when user selects a Passcards from the list. This will cause automatic login to the selected site.

2. Go&Fill, GoTo.
Click the Passcards button in RoboForm toolbar, point a cursor to one of listed passcards and right-click it.
You will a list of commands that applies to the clicked Passcard:
Go&Fill commands performs the first two actions from the login sequence: navigate and fill.
GoTo command performs only the navigation action for passcard.

3. Fill Forms, Edit.
When you right-click passcard in the list, you can see more commands:
Fill Forms command fills forms from the selected passcard.
Edit command shows the selected passcard in Passcard Editor.

Viewing and Managing Passcards

Passcard Editor (enlarge)

1. Passcard Editor.
To view the saved form data, use the Passcard Editor. To call it from the RoboForm toolbar, click the Passcards button and select Edit. To call it from the RoboForm TaskBar Icon, click it and select Passcards. Edit. To call it directly from desktop, select Start. Programs. AI RoboForm. Edit Passcards.

2. Browsing Passcards.
Passcard Editor window is divided into two panes. Left pane shows the list of passcards that you have. Right pane shows contents of passcard that you clicked in the left pane.

3. Login to (Fill from) Passcard.
Click the Login button in Passcard Editor and RoboForm will open a default browser window and log you into this passcard in this window.
Click the Fill Forms button and RoboForm will fill forms from this passcard in topmost browser window (window you viewed last).

4. Add/Delete a Note to Passcard.
Select View. Add Note in Passcard Editor and a multi-line "$Note$" field will be added to the Passcard. Put your comments for the passcard into this field. The information in the "$Note$" field is not used to fill forms.
Note can be deleted by selecting View. Delete Note.

Print List of Passcards - Preview (enlarge)

5. Delete, Rename and Clone Passcards.
Click Passcard in the main window menu and select Delete, Rename or Clone command and RoboForm will perform the selected operation. You can also Delete Passcard by clicking on the "Cross" button in the Passcard Editor Toolbar. In addition to that you can right-click a passcard in the list of Passcards in the left pane and select Delete, Rename or Clone command.

6. Print List of Passcards.
In Passcard Editor select Passcard. Print List. 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.

More Info.
* Passcard Security and Protection
* Backup and Restore Passcards and Identities

Basic Authentication

Basic Authentication Dialog (enlarge)

AutoFill and AutoSave.
Both AutoFill and AutoSave work for Basic Authentication dialogs.

Manual Fill and Save.
To save a passcard from BasicAuth dialog, click the BasicAuth dialog that you want saved and then select Save Forms from RoboForm TaskBar context menu. To fill BasicAuth dialog from a Passcard, click dialog that you want filled and then select Fill Forms from RoboForm TaskBar context menu.

Limitations.
BasicAuth dialogs cannot be filled from Identities, they can only be filled from Passcards.

Safenotes

Use Safenotes to store data that does not originate from HTML web forms which are automatically handled by RoboForm using Passcards. Examples of such data:
* ATM card passwords,
* Safe lock combinations,
* UNIX telnet and rlogin passwords.

Safenote Editor (enlarge)

1. Safenote Editor.
All viewing and editing of Safenotes is done in the Safenote Editor.
To open it, click RoboForm TaskBar icon and select Safenotes. Edit.
Or click Safenotes button in RoboForm toolbar and select Edit.

2. Create a New Safenote.
Click the New button in Safenote Editor.
Or click RoboForm TaskBar icon and select Safenotes. New.

3. Delete, Rename and Clone Safenote.
You can Delete, Rename and Clone safenotes by clicking Safenote main menu item and selecting the corresponding command. You can also invoke Delete command by clicking on the "Cross" button on Editor Toolbar.

4. Print List of Safenotes.
In Safenote Editor select Safenote. Print List. 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.

Identities

Identity Editor (enlarge)

RoboForm can also fill long non-password forms from your current personal profile that we call an Identity. You fill in your Identity once with all your personal data and then RoboForm will enter this data into web page forms for you. So Identity is a depositary for all your personal data used in form filling.

In our age of split identities and inquisitive web sites people prefer to have multiple identities: one for registering for free stuff, another for making real purchases on the web, one for yourself, one for your spouse, and so on.

Creating, Editing and Managing Identities

1. Use Identity Editor to edit personal data.
* To call it from the RoboForm toolbar, click the Identities button and select Edit.
* To call it from the RoboForm TaskBar Icon, click it and select Identities. Edit.
* Or you can select Start. Programs. AI RoboForm. Edit Identities.

Identity data is presented in several tabs. You can switch between tabs by clicking their headings. Each tan 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.

If you click the Close button then your changes will be saved and the Identity Editor will close.
If you click the "Diskette" button your changes will be saved. You need to save changes before the new values can be used in form filling.
If you close the Editor window by clicking "X" then you will be offered an option not to save changes.

New Identity Dialog (enlarge)

2. Create New Identity.
In the Identity Editor click the New button. RoboForm will ask for an Identity name and the country in which the new Identity resides. Or click Identity name in the RoboForm toolbar and select New.

It is important to enter the correct Country in the New Identity dialog because Identity field captions will be presented in the language used in this country and country-specific form filling rules will be used.

3. Tab Instances.
Fields in the Identity are grouped in tabs. So what you see at any given moment is one group of fields. When you click on another tab, you see another group of fields.

Each group (tab) can have many instances. That is, one Identity can have many Credit Cards, many Bank Accounts, many Addresses, even many Persons.

Commands that control instances are located in the menu item with current tab name on it. The "New" command creates a new instance of the tab. The "Delete" command deletes the currently shown instance of the tab. The "Rename" button renames the tab instance.
For instance, to create new Credit Card, click "Credit Card" tab in Identity and then select "Credit Card. New" menu item. Or, to delete an Address that you do not need, click the Address tab, then click Address to be deleted in the right navigator, then select "Address. Delete".

The first instance of the group is named "Main" and it cannot be deleted. This was done to maintain compatibility with old versions of RoboForm. However it can be renamed.

The "Current Instance" (that is the instance that you see now in Identity Editor) will be used in form filling. To change the Current Instance, open the Identity Editor and select another instance. The change of instance becomes effective when you save changes. You can also change Current Instance from Fill Forms dialog.

4. Delete, Rename and Clone Identities.
Click Identity menu item in the Identity Editor and select Delete, Rename or Clone (Copy) command and RoboForm will perform the selected command. You can also right-click the Identity name in the left pane of the Identity Editor or in RoboForm toolbar and select one of these commands from the menu that appears.

5. Print List of Identities.
In the Identity Editor, select Identities. Print List. A dialog appears that previews the printed list of Identities. You can click the Print button to print what you see or click Save to save it to an HTML file.

Filling Personal Data from Identities

1. AutoFill Forms from Identity.
When your browser finishes downloading a web page that contains a long non-password form that RoboForm can fill, RoboForm will display a pop up with the AutoFill dialog. Select an Identity and Click Fill Forms or press Enter and forms will be filled from the selected Identity. Click the No button or press ESC if you do not want to fill forms on this page.

Changing AutoFill options and blocking AutoFill for certain sites is described in AutoFill from Passcards.

The Identity Editor may remain displayed when you are robo-filling forms. But remember that changes that you make in the Identity Editor become effective only after you save them.

2. Manually Fill Forms from Identity.
If you want to fill forms from an Identity without seeing the Fill Forms dialog first then click Identities button on RoboForm toolbar and select the Identity to fill forms from.

If you want to fill forms from the last used Identity, click the Fill Forms button pulldown on RoboForm toolbar and select "Fill Forms from id-name". You can also click the Fill Id button on RoboForm toolbar or The "Fill Id" button is not initially visible on the toolbar, but you can make it visible by customizing the toolbar. Double-click the toolbar to get to the customization dialog.

To fill form the last used Identity, you can also right-click the web page and select Fill From Identity. This menu item is not initially visible but you can make it visible by selecting "Customize This Menu" in the IE context menu and customizing the menu.

3. Drag-And-Drop Identity Fields to Online Form.
If Identity does not fill some fields automatically, you can drag-and-drop field values from the Identity Editor to the online form. There are two ways to pick up a field in Identity Editor:
- Start dragging the field by its drag-and-drop handle (which is a small picture of a suitcase),
- Select field value or its part and then start dragging the selection.

4. Set/Clear/Reset Fields.
* Fill Forms. 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 can use it to fill several adjacent fields with one value.
* Fill Forms. Clear Fields command clears all fields. It clears all form fields or all selected fields.
* Fill Forms. 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".

5. Selective Form Filling (Pro Version Only).
If you want to fill only some fields on the web page (not all of them), then select (highlight) 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.

These commands apply only to a selection if one has been made:
* Fill Forms, Fill Id, Fill Pass.
* Set Fields, Clear Fields, Reset Fields.
* Save Forms: only the forms from selected frames are saved.

More Info.
* Identity Security and Protection
* Backup and Restore Passcards and Identities
* Multiple Credit Cards and Addresses
* Frequently Asked Questions about Form Filling from Identities

On the Meaning of Identity Fields and Tab Instances

Identity is made of tabs. Every tab represents an object in real world. So Identity bundles together a bunch of related real world objects. All tabs can have multiple instances, each representing an object of the same kind.
The meaning of most Identity fields is obvious, here are some explanations for those that are not.

Person

Title is the same as Salutation.
Phone Numbers: the field after "x" is for Extension. Put it in if you have one. Home Phone is your default phone, so if the site simply asks for Phone without saying which one it is (Home or Work), RoboForm will put in your Home Phone. We assume that your Daytime Phone is same as your Work Phone and your Evening Phone is same as your Home Phone.
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.

Address

Address Line 1 contains House Number and Street Name.
If you use a PO Box, put the PO Box number into this line like so: "PO Box 10101".
Address Line 2 contains your Apartment Number like so: "Apt. 202".
Actually you can put whatever you want in both lines.
Zip 5+4: the last 4 digits of the Zip code are not required.
Moreover, some sites allow Zip codes only with 5 digits.

Credit Card

Credit Card Number: enter it without dashes or spaces.
Card Validation Code: this is a 3- or 4-digit number that is usually printed next to your signature. This is a new 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.
Card Customer Service Phone is the 800 number of Customer Service of your Card Issuing Bank. Most sites do not need it.

Bank Account

Default Password

The User ID and Password fields are your *default* 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 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?"
Password Answer is your standard answer to the standard question above.

International RoboFilling from Identities

When you create a new RoboForm Identity you are asked what Country your Identity resides in. The Country setting affects the language and presentation format of the Identity Editor. RoboForm respects the form filling traditions of your country. It knows the territorial units of your country, format of phone numbers, birth dates, post codes, and so on.

You must select correct Country when creating new Identity. You cannot change Country in the Country Field of Address tab of Identity, this field usually has only one country listed and this is the Country that you selected when creating Identity.

You can change the Country of the Identity by selecting it from the Country menu in the Identity Editor. If you cannot find your country in the displayed list of countries, select Other country.

When you have selected the Country, make sure that the Country field of the Address tab shows your selected country too.

English Selection Values Option.
This option affects the way selection fields are filled when you use a non-English identity. 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.

Password-Protecting Passcards and Identities

If other people have access to your computer and you do not want them to view or use your Identities and Passcards, then you should protect them with a password.

1. Password-Protecting New Identities and Passcards.
New Identities and Passcards are not protected when they are created by default. We strongly recommend password-protecting Identities and Passcards that contain sensitive data such as user IDs, passwords or credit card numbers. You can ask RoboForm to protect all new Passcards (Identities) by checking Password-Protect New Passcards (Identities) in the "Options. User Data" dialog.

2. View and Change the Password-Protection Status of Identity and Passcard.
To check whether a Passcard (Identity) is protected, display it in the Passcard (Identity) Editor. If its Lock icon is yellow and locked, then this Passcard (Identity) is protected by a password. If the Lock icon is gray and unlocked, then it is not protected.

To toggle the protection status of Passcard (Identity), click the Lock icon in the Editor or select Passcard (Identity). Protected in the Editor. RoboForm will request a Master Password if it had not been entered previously and this Passcard (Identity) file will be encrypted with the Master Password.

3. Master Password and Other Passwords.
If you need to view a protected Passcard or Identity or fill forms from it, RoboForm will ask you to enter the password that was used to encrypt this Passcard (Identity). Remember that if you forget this password, then nobody (not even us) will be able to open the protected Passcard (Identity).

To reduce the number of passwords that you need to remember to just one, RoboForm forces you to use the same password for all Passcards and Identities. This password is called the Master Password.
However, if you changed the Master Password in the past, or if you have imported Passcards from another computer then you might have Passcards protected by different passwords.

Request Master Password

RoboForm will ask you to enter the Master Password when it is needed to encrypt or decrypt a Passcard or Identity. If you do not protect Identities and Passcards then RoboForm will never ask for the Master Password.

When you enter your Master Password for the first time, you are effectively defining the new Master Password, so you will be asked to enter it twice for verification purposes. This is the time to memorize your new Master Password.

4. Password Caching.
Once you enter the Master Password (or any other password), it is cached in memory, so you do not need to reenter it over and over again. Passwords remain cached as long as RoboForm remains in memory.

You can force RoboForm to purge all cached passwords from memory by clicking the Logoff button on the toolbar or by clicking the Logoff button in the Editor.

5. Password Auto-Logoff.
You can ask RoboForm to automatically purge all cached password after a period of inactivity. You can set this period in the "RoboForm. Options. User Data" dialog. RoboForm TaskBar icon must be visible in order for Auto-Logoff to work in all circumstances. TaskBar icon is the agent that will click the "Logoff" button for you.

By default it is set to 120 minutes. If you set it to zero then cached password will be purged in 15 seconds. It cannot be exactly zero because then you will never be able to use the GoFill or Login commands (the Master Password would be forgotten so fast that by the time GoFill or Login needs it, it would already have been purged).

AutoLogoff will work only if RoboForm toolbar or RoboForm Taskbar icon are visible. If both RF toolbar and RF Taskbar icon are not visible, AutoLogoff will not work.

Set Master Password - Dialog (enlarge)

6. Change Master Password.
If you decide to change your Master Password, you can do so by opening the Options dialog (select "RoboForm. Options" in the toolbar) and clicking "Set Master Password" in the "User Data" tab.

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.

7. More Info.
* Frequently Asked Questions about Password Protection

Personal Data Security in RoboForm

The security of sensitive digital assets such as Identities and Passcards has several aspects:
1. Can the legitimate user change 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.

Server-based Repositories: Passport, Magic Carpet.
1. You can be sure that you *cannot* delete any information from these servers, once they have it. Until recently Microsoft did not even have an option to delete an account. Now they have this option but how can you be sure that they really delete it? The truth is this: once your personal info leaves your computer, it is gone and it does not belong to you no matter what the vendor says -- it belongs to them.
2. Big servers are backed up, all right. However, these services may be discontinued or become paid-for at any time.
3. Microsoft software has numerous security holes and big servers are favorite hackers target, so we have a serious risk here. Hackers will attack big servers and steal info from them, they are less likely to attack personal computers like yours.

RoboForm.
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.
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, he will then have to crack the DES encryption used in your Passcards and Identities, and DES is 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. User Data" 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 can 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.

User Data on Removeable Drive: USB keychain, ZIP disk, diskette

Pass2Go USB Disk

Pass2Go USB Disks and Notebook

Pass2Go (RoboForm Portable) is a new smart way to organize, secure and automate your online logins, passwords, bookmarks, personal info, address book and secret notes.

Short list of RoboForm Portable features:
• Automatically save passwords in browser.
• Automatically fill passwords to login form.
• Click Login button for you.
• Save and use bookmarks.
• Fill personal info into long online forms.
• Encrypt passwords and personal data using 3-DES.
• Works with Portable Firefox, see below.

How Pass2Go (RoboForm Portable) works.
• It runs from USB disk and it attaches to browser from outside.
• No installation is required.
• Works even if software installs are prohibited.
• When USB disk is pulled out, RF detaches from the browser.
• All passwords are stored on USB drive, not on client computer.

Why Pass2Go is the Best Automated Password Manager.
• Absolute Security: when you eject the removable disk, all your passcards completely disappear from the computer, so they cannot be stolen from this computer -- they are just not there.
• Absolute Portability: when you insert removable disk into a socket, RoboForm automatically recognizes that User Data is present and it turns itself on. All it takes is inserting the USB disk into a socket.
• Absolute Automation: all you have to do is to insert or eject the disk and RoboForm does the rest: automatically logs you into online sites, fills and saves passwords and web forms.

How Pass2Go (RoboForm Portable) Differs from RoboForm.
Pass2Go (RoboForm Portable) does not require installation on a client computer, so you can use it on a computer for which you have no Administrator or Power User privileges.
Since RoboForm Portable attaches to browsers without modifying system registry, RoboForm context menu does not appear in browsers.

Download and Try it for Free

* Click AiRoboForm-Portable.exe to try Pass2Go for free. Alternative download is here.
* During 30-day trial period you will experience full functionality of Pass2Go.
* If you saved 10 logins or less in Pass2Go, you can use it for free after Trial period ends.

Buy Now

* Pass2Go software only (for use on your USB key) costs $39.90.
* License for RoboForm on your main computer is included.
* Click Here to Buy Pass2Go Software.
* For only $10 more get Pass2Go USB key.
* If you bought RoboForm Pro before, go to Upgrade Order page.

Installing Portable RoboForm onto Removable Disk

This step is to be only once for USB key:
• Download and start Portable RoboForm Installer from the link above.
• Select appropriate installation option (usually Copy Files to Removable Disk).
• Select Removable drive to copy files to.
• Click Install button and RoboForm will copy its program files and your data files to the removable drive.

Using Portable RoboForm Disk on Outside Computers

Starting on a Computer.
• Insert Removable Disk into the Removable Drive socket of a computer. Start RoboForm Portable from the Removable Drive: use Windows Explorer or select "Start. Run" and type in path of the installer, smth like "F:\PortableRoboForm.exe" where F is the removable drive letter.
• If your removable drive allows AutoRun, then PortableRoboForm.exe will start automatically.
• When RoboForm taskbar icon turns into Robot on the Bag, it indicates that you are using RoboForm Portable.
• RoboForm taskbar icon must be running in order for RoboForm Portable to attach to browsers.
• If you are new to RoboForm, go to Password Manager Tutorial.
• Full RoboForm manual is available here.

Leaving Computer.
• Simply pull out your removable drive and RoboForm will do the rest.
• RoboForm will clean up after itself, so that none of your data is left in memory or in cache.

RoboForm Portable Taking Over RoboForm Fixed.
If RoboForm Fixed is installed on a client computer and you start RoboForm Portable on this computer then RoboForm Fixed will switch into Portable mode: it will read user data from your removable disk until the removable disk is ejected. When you eject the removable disk, RoboForm will revert to regular desktop settings.

Note that if you try to start Portable RoboForm on a desktop that has old version of RoboForm (less than 6.3.9) then Fixed RoboForm will not recognize presence of Portable RF or it will not be able to read passcards of newer Portable RF.

Portable RoboForm FAQ

Q: How to make Portable RoboForm work with Portable Firefox?
A: RoboForm Portable works with Portable Firefox. Use these instructions to add RoboForm to Portable Firefox.

Q: Where are my Passcards stored on USB disk and how to change location of this folder?
A: RoboForm Data files (Passcards, etc) are stored in folder "\My RoboForm Data" of your USB disk.
To change the folder where RF Data is stored:
* Create file \portable.ini and make it point to RF data folder of your choice in this format:
   [Path]
   DataPath = \folder\subfolder
* or move file PortableRoboForm.exe to a folder of your choice,
   move "My RoboForm Data" folder to the folder where PortableRoboForm.exe is now, and
   change path to PortableRoboForm.exe in file autorun.inf.

This is how location of the RoboForm data folder is determined:
* If removable drive has text file \portable.ini then take location of RF data folder from this file,
* Else look for folder "My RoboForm Data" in the folder from where PortableRoboForm.exe was started.

Q: What is the difference between RoboForm Portable and RoboForm Fixed?
A: RoboForm Fixed version is installed as a traditional software, so it can add its toolbar to Internet Explorer and other browsers subject to standard Windows limitations (Limited user cannot install toolbar, etc). Most people use RoboForm Fixed on desktops and laptops that run Microsoft Windows.

RoboForm Portable does not have to be installed on a client computer. Instead it attaches to the browser when you activate it from the portable disk and it detaches from the browser when you pull out the portable disk. So you can use RoboForm Portable in locked down environments, such as workplace or Internet cafes, without going through hassle of installing software.

Q: Can RoboForm Fixed run in Portable mode by storing Passcards on removable USB disk?
A: Absolutely Yes. You can make standard "fixed" desktop RoboForm behave in a portable way.

Preparing Removable Disk for Use with RoboForm:
* Copy RoboForm data files (passcards and identities) from your hard drive to removable disk manually OR
* In "RoboForm -> Options -> User Data" click "Backup" button, select folder "My RoboForm Data" on your Removable Drive as the destination for backup. Create the folder if it is not there.

Using the Prepared Removable Disk on outside computers:
* RoboForm Fixed has to be installed on a client computer before it can work there. If RoboForm is not installed on a client computer, install it from www.roboform.com/download.html or from saved installer.
* Go into "RoboForm -> Options -> User Data", click "Set Folder" button, and set RoboForm Data Folder to the "My RoboForm Data" folder on your removable drive (smth like F:\My RoboForm Data). This causes Fixed RoboForm installed on a client computer will be reading data from your Removable drive.
* Insert Portable drive into a socket and if RF Taskbar icon is running, it will recognize appearance of RoboForm data and it will turn on RoboForm.
* When done browsing, pull out USB disk from the socket. RoboForm will recognize disappearance of user data and it will turn itself Off.

Q: How can I change the name and icon of my portable USB disk?
A: To change the name of USB disk, open Windows Explorer, right-click the USB disk in the list of drives, select Properties, change the name of the volume in General tab.
To change the icon, edit "icon=" line of the file "autorun.inf" that appears in the root folder of your USB disk.

Portable License FAQ

The Portable license allows you to go from one computer to another computer with the USB disk (or other removable disk) containing your RF data without need to reactivate RoboForm Pro.
• Portable license allows you to use RoboForm Pro on any number of computers, but
• RoboForm data must be kept only on removable drive and not on hard drive, and
• RoboForm data set has to be physically moved from one computer to another.
• Portable RoboForm license is an addon to Fixed license that costs $9.99.
• The standard RoboForm license is also called Fixed license because it is attached to a specific computer.

Q: How do I choose between Fixed and Portable license?
A: If you use RoboForm only on one computer, get 1 Fixed license, it is the cheapest. If you have 2 computers that belong to you, buy 2 Fixed licenses, 2nd license costs the same as Portable addon but it provides more flexibility. If you have 3 or more computers, you can either buy Fixed license for each computer or one Portable addon that covers all non-main computers. Note though that with Fixed license all computers can have different sets of RoboForm passcards but with Portable addon you must have only one set of RoboForm passcards that you must physically move between your computers using a removable disk.

Q: How much does Portable license cost?
A: Portable license is an add-on to Fixed license that costs $9.99. With Portable addon you still have Fixed license for 1 computer and you can use this license for your main computer. The Portable addon license is to be used when you travel and want to use Portable RoboForm on outside computers.

Q: Can you convert Fixed licenses to Portable and vice versa?
A: We can convert 2 Fixed licenses into 1 Fixed license plus 1 Portable addon and vice versa if license in question was used for less than 2 months. Request it by submitting ticket to RoboForm Online Support System.

Q: I lost Portable RoboForm License. Why?
A: You overwrote file "\My RoboForm Data\license.rfo" that contains license data or you reformatted your USB drive. Both of these cause loss of license, so you will have to reactivate RoboForm Portable.

Managing User Data

Identities, Passcards and Safenotes are files stored in the User Data Folder. Each RoboForm Identity and Passcard is stored in a separate file. Identity files have a RFT extension. Passcard files have a RFP extension. Safenote files have a RFN extension.

So backing up and restoring RoboForm User Data is just copying files. You can do it yourself or RoboForm can do it for you.

Backup and Restore

Backup User Data.
- In "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 destination folder and it will replace them with a copy of your user data files.
* Or you can use Windows Explorer to copy all files from RoboForm User Data folder to your backup device.

Restore User Data.
In "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 it will replace them with a copy of your restore data files.
* Or you can use Windows Explorer to copy all files from your backup device to RoboForm User Data folder. Do not forget to run "RoboForm. Folder. Refresh" once restore is finished.

Copy from Computer A to Computer B.
- Backup data from Computer A to a backup device/volume such as floppy disk.
- Insert this device/volume into Computer B.
- Restore RoboForm files from backup device.
* Or you can use Windows Explorer to copy all files directly from one computer to another using local network. Do not forget to run "RoboForm. Folder. Refresh" on destination computer once restore is finished.

Refresh after Restore.
If your restore passcard and identity files by copying them to My RoboForm Data folder or subfolder using Windows Explorer or any other file copy program, then you must ask RoboForm to re-read the files after the copy, because RoboForm does not know that files were updated. Click RoboForm button on RF toolbar or taskbar icon, select Folder, and then select Refresh.

User Data Files Folder

Find User Data Folder.
Select RoboForm. Folder. View in the RoboForm toolbar or Taskbar icon. The folder containing User Data Folder will be shown in Windows Explorer.

Refresh User Data Folder.
RoboForm caches contents of User Data Folder in memory. If you made changes to this folder using Windows Explorer or other file manipulation programs then you need to ask RoboForm to refresh its memory cache from the changed files. Select RoboForm. Folder. Refresh Folder in the RoboForm toolbar or in Taskbar icon. RoboForm cache will be refreshed from the files in User Data Folder.

Change User Data Folder.
You can make RoboForm store Identities and Passcards in a different folder (directory). Select RoboForm. Options in RoboForm toolbar and in User Data tab click the Set Folder button. The folder selection dialog appears. Choose a new User Data Folder. Once you click OK, RoboForm will be looking for Identities and Passcards in the selected folder. When you change the User Data Folder, RoboForm does not copy nor move RFT and RFP files from the old folder to the new folder.

Multiple RoboForm Users

RoboForm User.
Each RoboForm User is an indepenent set of Passcards, Identities and Safenotes that has a separate Master Password.

Current User.
Current User is the RoboForm User that is currently seen in RoboForm. Initially RoboForm creates a user for you that has the same name as your current Windows User.

New User.
Select "RoboForm. Users. New" to create new RoboForm User. Newly created user becomes current. New user initially has no Passcards or Identities and it has no Master Password.

Switch User.
Select "RoboForm. Users. <UserName>" to switch from one user to another. Remember that each RoboForm User has a separate Master Password.

Rename Current User.
Select "RoboForm. Users. Rename" to rename the current user.

Delete Current User.
Select "RoboForm. Users. Delete" to delete the current user. The user that follows the deleted user will become current.

Technical Details.
RoboForm User is just a folder (or tree of folders) with RoboForm Passcards, Identities, Safenotes and Master Password in it. So list of RoboForm users is computed as all folders that are: (i) siblings of the current RoboForm user folder, and (ii) contain Passcards, Identities, or Safenotes files.

Multiple Windows Users

Installing RoboForm.
When you install RoboForm, it installs only for the current Windows user, not for other users. If you want other users on your machine to use RoboForm, install RoboForm individually for each user.

Limited and Administrator Users.
If a Windows user is Limited (that is, not Administrator) and Administrator user did not previously install RoboForm then Limited User will not have RoboForm controls that can be installed only by Administrator:
- RoboForm toolbar,
- RoboForm buttons in Standard IE toolbar,
- RoboForm context menu items in IE and IE-based browsers.

Therefore, if you want Limited User to use all RoboForm controls, you must first install RoboForm from Administrator user and then install it from the Limited User.

Password Generator

Password Generator

The Password Generator generates random passwords of any length. It is a separate mini-application integrated into RoboForm.

Starting Password Generator:
- Mouse over the Generate button in RoboForm toolbar; OR
- Click the RF Task Bar icon and select "Windows. Password Generator".

Generating Passwords.
- When the Generator window comes up for the first time, it generates new password.
- To generate another password, click Generate button.

Using Generated Passwords.
- Click Fill button to fill generated password into all password fields.
- If you want only some fields to be filled, select them (include text before and after the fields into selection) before clicking Fill button.
- Click Copy button to copy generated password to clipboard.
- Drag generated password into any text window that accepts drag-and-drop: HTML text fields, Outlook and Outlook Express in HTML mode, MS Word and Excel.

Customizing Generated Passwords.
- You can change number of characters in the generated password (8 by default).
- You can change characters used in generated password.
- See more options on the dialog itself.
- RoboForm shows bit strength of the generated password. We recommend to have at least 64 bits there. 128 is even better but web sites usually do not allow very long passwords.

Using Password Generator to Change Password in Online Account.
This is 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 password and new password),
   select fields to be filled before filling them.
- Click Submit button to make the change on the site.
- Log out from the account.
- Go back to login page using GoFill 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.

Customize Context Menu Dialog (enlarge)

Reference

RoboForm Commands

This is a complete list of RoboForm commands with their keyboard shortcuts.

You can use keyboard shortcuts through Context Menu key that is located near the right CTRL key and has context menu drawn on it. Click this key in Internet Explorer and IE context menu appears. From this menu you can select RoboForm command or press a key that calls this command by its keyboard shortcuts.

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.

List of commands:

Command	Key	Toolbar	AutoFill dialog	Editors
Fill Forms	]	Fill Forms	Fill Forms	-
Save Forms	[	Save	-	Save
Fill from Identity	;	Identities. select identity	Fill Forms	Fill in identity editor
		Fill Forms. Fill From Identity
		Fill Id *
Fill from Passcard	'	Passcards. Fill From Passcard	Fill Forms	Fill in passcard editor
		Fill Pass *
Fill w/o Asking	9	Fill Forms. Fill without Asking	Fill Forms	-
Fill & Submit	8	Fill Forms. Fill & Submit	Fill & Submit	-
Login	7	Select Passcard	-	Login
		Login *
GoFill	6	select passcard. right-click. GoFill	-	Login. GoFill
		GoFill *
GoTo		select passcard. right-click. GoTo	-	Login. GoTo
		Goto *
Set Fields	=	Fill Forms. Set Fields	More. Set Fields	-
Reset Fields	-	Fill Forms. Reset Fields	More. Reset Fields	-
Clear Fields	0	Fill Forms. Clear Fields	More. Clear Fields	-
Identities	,	Identities. Edit	Edit above identity list	select identity
		select. right-click. Edit	select identity. right-click. Edit
Passcards	.	Passcards. Edit	Edit above passcard list	select passcard
		select. right-click. Edit	select passcard. right-click. Edit
Safenotes	/	Safenotes. Edit	-	select safenote
		select safenote	-
Rename		select. right-click. Rename	select. right-click. Rename	Passcard/Identity. Rename
Clone		select. right-click. Clone	select. right-click. Clone	Passcard/Identity. Clone
Delete		select. right-click. Delete	select. right-click. Delete	Passcard/Identity. Delete
		Del Pass *	Delete key	Delete key
Logoff	5	Logoff	-	Logoff
Options	O	RoboForm. Options	More. Options	View. Options
Fill NonEmpty Fields		NonEmpty *	More. Fill NonEmpty Fields	-
Customize Menu	4	RoboForm. Options. Other	More. Options. Other	View. Options. Other
Password Generator	3	RoboForm. Windows. Password Gen-r	More. Password Gen-r	Windows. Password Gen-r
		Generate *
RF Toolbar	2	Hide	-	-
TaskBar Icon	1	RoboForm. Windows. TaskBar Icon	-	Windows. TaskBar Icon

Command Line Options

Command	Command Line
Login	Passcards.exe -l PasscardPath
GoFill	Passcards.exe -g PasscardPath
GoTo	Passcards.exe -t PasscardPath

PasscardPath must be complete file path enclosed in " " if it has spaces. Example of correct command line for login:

Passcard File Format

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 1.x.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, so you can read it with MS Notepad or Word. First line contains passcard URLs in this format:

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.

Fill Forms Options (enlarge)

RoboForm Options

Complete list of Options will be added here.

Advanced Topics

Advanced Form Filling

Fill Forms button meaning.
If in "Options. Advanced" you set Fill Forms button means to AutoFill without Asking then "Fill Forms" button will fill forms without showing the "Fill Forms" dialog. It will fill forms from a Passcard if exactly one Passcard matches the current web page. If no passcards match the current web page, it will fill forms from the Current Identity.

If in "Options. Advanced" you set Fill Forms button means to Fill & Submit without Asking then "Fill Forms" button will fill forms as described in the "AutoFill without Asking" above and then it will click the Submit button on a form.

AutoFill Without Asking.
If you want RoboForm to fill all forms without requesting permission then open the Options dialog and select the AutoFill Without Asking option. Then instead of showing the AutoFill dialog RoboForm will perform the "AutoFill Without Asking" command on every page download.

Fill Forms Options: Fill Non-Empty Fields. (Pro Version only)
If you set the Fill non-empty fields checkbox to Off in the AutoFill dialog, then only the fields that are not filled (have empty values) will be filled. If this option is On, then RoboForm fills both empty and non-empty fields. You can also change this option in the "Options. Fill Forms" dialog. Available only in the Pro version. In the Free version this option is always On.

Identity Option: Empty Values Cause Filling.
This option controls whether an empty field value in the Identity will cause form filling. If this option is On, then the empty field value is put into the online form, as if it was a regular value (it can erase the previous value). If this option is Off, then the empty field value does not cause field filling in the online form. This option is set in the Identity Editor, individually for every Identity.

Two URLs in a Passcard.
Passcards have two URLs but most of the time they are the same. The Match URL is compared to the URL of the frame when deciding whether to offer the AutoFill dialog. The Goto URL is used in Login, GoFill and Goto commands. If you have a framed site with multiple domains, this distinction becomes important.

Folders (Pro Version Only)

If you have a lot of passcards, identities or safenotes, you may want to use Folders to classify them.

Root Folder.
You start building your tree of folders from the root folder. The Root Folder is the folder where all your passcards and identities are stored initially. You can change Root Folder only by clicking "Set Folder" in "Options. User Data".

Create Sub-Folder.
In this Root folder you can create one or more sub-folders by selecting Passcard (Identity). Folder. New Folder in Passcard (Identity) Editor.

Current Folder.
The folder that you currently see in the Editors is called Current Folder. Initially the Current Folder is the same as Root Folder.

Before you start moving files into folders, know this:
* Editors show Passcards/Identities/Safenotes that are located in the Current Folder only.
* All form filling and saving dialogs (AutoFill, AutoSave, Fill Forms, Save Forms) take a list of passcards and identities only from the current folder.
* RoboForm toolbar shows Passcards and Identities in its menus only from the Current Folder.

Change Current Folder. You can change current folder by these commands:
* Double-click subfolder displayed in the left navigator pane of Editor to make it current.
* Double-click the ".." subfolder to go one level up in the tree of folders. You cannot go up from the Root Folder.
* Double-click the "Home" folder in the left navigator pane of Editor window to go up to the Root Folder.

Copy File (Passcard or Identity).
To copy a file (Passcard or Identity) from one folder to another, go to the source folder, right-click the file in the left navigator pane of the editor and select Copy or press CTRL+C. Then go to the target folder, right click any file and select Paste to Folder or press CTRL+V. File will be copied.

Move File (Passcard or Identity).
To move a file (Passcard or Identity) from one folder to another, go to the source folder, right-click the file in the left navigator pane of the editor and select Cut or press CTRL+X. Then go to the target folder, right click any file and select Paste to Folder or press CTRL+V. File will be moved.

Master Password.
Master Password is associated with the Root Folder. So when you change Root Folder, you will change your Master Password. However, when you change Current Folder then Master Password does not change because the Root Folder remains the same.

Performance Tuning: Making RoboForm Leaner and Faster

RoboForm started in 1999 as a fairly small, lean and fast application. We kept adding features and some people feel that they do not need all these features. But some other people, especially new users, feel that they really need all these features and that they cannot live without them.

So in this Chapter we explain what features can cause some performance reduction and how can they be turned off to make RoboForm even faster although slightly less convenient -- performance comes at a price.

AutoFill. When "AutoFill from Passcards" and/or "AutoFill from Identities" is On, RoboForm will analyze every web page that you download to see whether forms on this page can be filled from your Passcards and/or Identities. Even though browsing speed is hardly affected by AutoFill, the effect may be noticeable on really slow computers, say on processors slower than 166MHz.

You can avoid this slowdown altogether by turning off AutoFill. Do it when the next AutoFill dialog comes up by clicking "Never" button and selecting "Do not AutoFill at All sites". Or you can turn AutoFill off from the "Options. Fill Forms" dialog.

Remember, however, that with AutoFill turned Off you will have to manually click "Fill Id" or "Fill Forms" buttons when you need to fill forms.

AutoSave. "AutoSave" analyzes your form to see whether it is worth saving to Passcard when you click a Submit button. The slowdown caused by it is much less than the slowdown caused by AutoFill, but you can still turn this feature Off if you want to.

When the AutoSave dialog comes up, click "Never" button and select "Do not AutoSave at All sites". Now when you need to save a form to Passcard, you will need to click the "Save" button.

Custom Fields in Identity Editor (enlarge)

Custom Fields

Custom fields are defined by you in the Custom tab of the Identity Editor (the rightmost tab). For each custom field you need to specify (from left to right):

Field Name.

It identifies the field. It is also used as the Main Match String for the field.

Field Value.

Determines what RoboForm puts into an online form field.

Other Match Strings.

A list of text captions that are used to match this field in an online form.
Every Match String occupies exactly one line. If you need to have more than one Other Match String, press ENTER after you finished entering the previous Other Match String.

Match Rules.
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 the online field.

Example: 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".
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.

Example: 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. (Pro Version 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.

Example: 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.

Check-Box Fields.
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 non-null value (X or Y or *) to cause checking of the checkbox field, use empty (null) value "" to cause unchecking of the checkbox.
Example: Add custom field named "18 or over" and assign it an "X" 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.
Also see related FAQ item.

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 picture as a caption and "attitude" as its HTML name will match in the Custom Fields Test Form.

© 1999-2005 Siber Systems, Inc. Updated Sept 1, 2005.

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