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RoboForm User Manual (Print Version)

1. Llogn Go Fill is password protected display it in the Jz Download Al Passcard Identity Editor login amp bill_wlms hotmail com If editor toolbar displays F3 Hoteldiscounts Psy asswd a billpass Unprotected button with Blue Lock Reg Hotmail Bill p p icon then this Passcard is un protected gig Hotmail Jenny l0ginoptions amp 2 Click this button to change protection status to password protected If editor toolbar displays Protected z MyBankAccour button with Yellow Lock icon then this Jz Passport z passcard is password protected Click w this button to change protection status lt Shttp login passport net uilogin stf lc 1033kid 2 to not protected HTML Default Protected 4E5 31 10 2005 14 06 Protected Passcard in Editor 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 gt Options gt Security We strongly recommend password protecting 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 c
2. 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 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 gt 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 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 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 Contac
3. Import Data is just copying files You can do it yourself or RoboForm can do it for you C n Import Address Book Import Outlook Contacts Backup User Data Import IE Cached Logins In RoboForm gt Options gt 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 SetDefaks RoboForm will copy your user data files to the destination folder Options gt User Data 10 3 Max umber of tems in Most Recent Used ist Or you can use Windows Explorer to copy all files from RoboForm User Data folder to backup folder Restore User Data In RoboForm gt Options gt 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 restore folder to User Data folder Or you can use Windows Explorer to copy all files from your backup device to User Data folder 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 Refresh after Restore If your restore Passca
4. You can change the default instance name by renaming the instance Create New Instance Select tab in which you want to create new instance by clicking it in the list of tabs A button with current tab name in Editor Toolbar indicates what tab you selected Click New lt Tab Name gt button in Editor toolbar this would create new instance of tab For example to create second Credit Card click Credit Card tab then click New Credit Card button Delete I nstance Click tab 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 gt Delete in toolbar or right click instance in the tree and select Delete Rename Instance Select the instance to be renamed in the Left Tree Navigator right click it and select Rename Or click tab name in Editor toolbar and select Rename This would rename the selected instance Clear Instance Click tab 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 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 Fields and Tab Meaning Identity is m
5. AnyValueHere into the field such fields will be ignored by AutoFill Login and AutoSave More I nfo How can disable AutoSave just for one web site How can permanently disable AutoSave for all web sites The AutoSave dialog does not come up when expect it to Why Filling Form Data from Passcards ins J Hotmail Bill 1 BI 1 Matching Passcards button on RoboForm Toolbar When you visit a web site for which you saved Passcard s the Matching Passcards RoboForm Toolbar button that initially says passcards will show Hotmail Bill the name of the Passcard that matches this page This button is ae LJ called Matching Passcards button Click this button when Zomar enny Passcard name is shown and forms on the page will be filled from V Fill Empty Fi pty Fields Only All gt gt this Passcard Matching Passcards Button 2 Matching Passcards Mini Dialog and 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 this site Select one of them and click Fill Forms button to fill forms from the selected Passcard 3 Fill amp Submit Mouse over the Matching Passcards button and Matching Passcards mini dialog will appear If you click Fill amp Submi
6. Country menu 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 9 Print List of Identities In the Identity Editor select Identities gt 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 10 E Mail I dentity You can send Identity or Contact to a friend by email The procedure is the same as for Passcard 11 Viewing Options View gt Always On Top Show Identity Editor as Always On Top window Also invoked by Push Pin icon View gt Toolbar Show hide toolbar with commands in the Editor Filling Personal Data from Identities tmai su 1 1 Fill Forms from Identity using RoboForm Toolbar Address Credit Card Each of your Identities is shown on RoboForm toolbar as a Home O My Amex button We call this button a My Identity button O Work My Visa When you see a form that you need to fill simply click the Fill Empty Fields Only button with your identity name on it and forms will be filled from the Identity that you clicked My Identity button and Mini Dialog If you want to show more than two My Identity button on Toolbar right click Too
7. Login to Lycos Start typing a word or sentence and RoboForm will show you Search lycos in Yahoo where the typed word sentence can be searched or what Search lycos in Google other actions can be applied to it If you press ENTER the Search lycos in RoboForm Files first shown choice is executed Use up down arrow buttons or Go to wow lycos com mouse to select another search choice W Translate lycos from DE to EN Qs Search lycos in eBay Default Action When you select an item in search box its Lookup lycos in Merriam Webster default action is executed amp customize Search Box 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 Search Box Alternative Actions RightClick Or you can right click the item in the search box list and select an alternative action to be applied to the typed string Example you can Edit passcard that you found instead of Logging in or you can 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 RoboFo
8. click No 3 Passcard Protection by Master Password Protected Unprotected button indicates and changes Passcard protection status Protected means that Master Password is required to open this Passcard Unprotected means that no password is require to view and use this Passcard You can change the protection status by clicking this button 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 GoFill Goto to 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 GoFill and Goto commands are also available 5 Add Delete a Note to Passcard Click Add Note icon Note with icon on Editor toolbar or select Edit gt Add Note in Passcard Editor and Note field will be added to the 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 gt Delete Note 6 Fill from Passcard Select Action gt Fill Forms and RoboForm will fill for
9. Form
10. Tools Help Protected J Logoff X Save amp Close lia FI GrewPerson A EP 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 gt Save and changes made to identity will be saved Click Save amp Close button and changes will be saved and Identity Editor closed If you want go Summary Person Business Address Credit Card Bank Account Authentication ap a Title Name Job Title Phone Home Tel Work Tel Cell Tel Fax Email Yahoo ID AOL Name Protected A4ES a Mr amp Bill amp First amp Designer amp 614 444 4444 x 321 6 614 222 7777 x888 A 614 444 4444 x321 amp 888 777 6666 614 333 5555 amp bill_wims msn com amp bill_jw amp billaol My Identity United States J williams AMi A Last Country Code 1 National Prefix 1 Pager amp MSN ID bill w ICQ No amp 31 10 2005 14 41 A 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 Identity Editor 4 Identity Protection by Master Password Protected Unprotected button indicates and changes protection status Protected means that Master Password is required to open this identity Unprotected m
11. Viewing and Managing Passcards 1 Passcard Editor z i To view the saved form data Hotmail Bill Passcard Editor use the Passcard Editor To Passcard Edit view Action Tools Help call it from the RoboForm X Save amp Close a Protected J Logoff g Login ZYGoFill gy Goto toolbar click the Logins s Bu IE button and select Edit To call d login amp bill_wlms hotmail com it from the RoboForm Taskbar 73 CDRomShop passwd amp billpass Icon click it and select F3 Citymarket a ee F Logins gt Edit To call it yy CNN Taare eee ae directly from desktop select 2 Download Start gt Programs gt Bi Hotmail Bill Al RoboForm gt Edit QZ Hotmail Jenny Passcards 3 Lycos WE Microsoft a Passcard Editor window is Morin ns divided into two panes Left gt http login passport net uilogin sf lc 1033 amp id 2 pane shows the list of Default Protected AES 10 10 2005 Passcards and folders that you have Right pane shows Passcard Editor contents of Passcard that you clicked in the left pane 2 Saving and Closing You can edit any fields in the Passcard Click Diskette icon on toolbar or select Passcard gt Save and changes made to Passcard will be saved Click Save amp Close button and changes will be saved and Passcard 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
12. When creating a new Passcard in C Add Shortcut to Desktop SaveForms dialog or new Identity C Add Shortcut to Links Toolbar in New Identity dialog or Safenote in New Safenote dialog click Create Saving Login to Folders 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 Logins Folders will be shown in Logins Identities Safenotes Passcard Edit View Action Tools Help menus in RoboForm Toolbar x F 7 X Save amp Close Protected Logoff Login Go Fill Goto and Taskbar The tree of amp 5 P a ve Family Hotmail Bill Passcard Editor Holders Is shown as cascading a el login amp bill_wlms hotmail com menu and can drill down into C Business the folder just by mousing Family passwd 4 billpass over it Hoteldiscounts loginoptions amp 2 Kf Homai Bi Folders in Editors 3 Hotmail Jenny Open Passcard Identity or y Pets Safenote Editor and you will sie Sonymusic see the tree of folders that f you created in the left YS Yahoo Bil N
13. form field X Save amp Close Ia Protected J Logoff Fi T p Other Match Strings P A list of text captions that Business Address Credit Card Bank Account Authentication Custom lt gt are used to match this Field Name Field Value Other Match Strings field in an online form your comments message My Great Speech Every Match String say it here If you need to have more than one Other Match 18 or over x String press ENTER after you finished entering the marital status Married previous Other Match attitude Positive String s John Smith resume VirtuCon 1997 99 Match Rules Chief Designer Field Name and Other Match Strings together constitute Match String List of the Custom Fields in Identity Editor 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 Protected 4ES My Identity United States 01 11 2005 9 44 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 O
14. free stuff another for making real purchases on the web My Identity Use for Form Filling Contact Contact Information Only Creating Editing and Managing Pay ete Identities United States Password Protect new Identity New Identity Dialog 1 Create New Identity In the Identity Editor select the I dentity gt New command 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 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 format of phone numbers birth dates post codes and so on It also knows phone Country Code and long distance prefix 2 Edit personal form filling data using dentity Editor To call it from the RoboForm toolbar click the dentities button and select Edit To call it from the RoboForm Taskbar Icon click it and select dentities gt Edit Or you can select Start gt Programs gt Al RoboForm gt Edit I dentities 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 Bill Williams Identity Editor Identity Edit Yiew Action
15. in RoboForm toolbar when you come to 2nd login page BOFA JS 2 in our example Mouse over this passcard and click Fill amp Submit This causes 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 some 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 gt Ignore Field or Edit gt Add Login Tip in Passcard 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
16. is not recommended as you would have to tell your friend your Master Password 9b Receive Passcard by E Mail When your friend receives a Passcard in email she can open it and the Passcard will be shown in Passcard Editor Of course your friend has to have RoboForm installed Since Passcard opened from email resides temporary files folder of mail program your friend will not see it in the list of her Passcards To copy the received Passcard to her Passcard folder your friend should click Copy Home button in Editor toolbar of the temporary Passcard 10 Viewing Options View gt Match URL Passcards have two URLs The Match URL is compared to the URL of the frame when deciding whether Passcard matches the web page The Goto URL is used in Login GoFill and Goto commands These URLs are the same for single frame web pages they may be different in multi frame pages View gt Empty Fields Show empty fields of this Passcard By default only non empty fields are shown View gt Passwords As Stars Show passwords fields as Stars By default all fields show their actual values View gt Always On Top Show Passcard Editor as Always On Top window Also invoked by Push Pin icon View gt Toolbar Show hide toolbar with commands in the Editor More I nfo Passcard Security and Protection Backup and Restore Passcards and Identities Basic Authentication Basic Authentication is an old user authentication m
17. page and select Save Forms Check Save As Bookmark checkbox in Save Forms dialog Click Save button and your bookmark is saved The title of the page is saved as a Note and you can change the saved note in Bookmark Editor 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 2 View Bookmarks in Passcard Editor To view bookmarks use the same Passcard Edit View Action Tools Help Passcard Editor that you use for X Save amp Close l E Protected P Logoff gyGoto P AM v Roboform a S VIA drivers Passcard Editor Passcards To call it from the RoboForm toolbar click the Logins Drivers for my motherboard are on this button and select Edit To call it F3 Security page from the RoboForm Taskbar Icon WE Siber Systems VIA model MB 111 222 click it and select Logins gt Edit YE Software To call it directly from desktop yy Sonymusic select Start gt Programs gt ov VIA drivers AI RoboForm gt Edit v Yahoo Passcards Wy Yahoo Bil lt B http www viatech com jsp en dr driver jsp Bookmark Non Default Protected AES 31 10 2005 14 15 Bookmark in Passcard 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 a Bookmark From Toolbar Click the Logins
18. 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 descriptive name into Passcard Name such as Google Maps 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 that 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 as often all 3 steps are required Example Google Maps SearchCard does not work as a 1 step SearchCard it requires 3 steps Domain Completion SearchCards When you want to automate adding prefixes and suffixes to d
19. 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
20. 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 so you can read it with MS Notepad or Word First line contains Passcard URLs in this format URL3 verl MatchURL 1GotoURL 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 field name 0 field value The sequence of fields is finished with empty line that designates end of fields Custom Fields in Identity If you need to robo fill a field that is not listed in the Identity Editor then you can define your own Custom Field Most of Custom Field s functionality is only available in RoboForm Pro In the free version number of custom fields is limited to 3 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 pets p Determines what Bill Williams Identity Editor RoboForm puts into an Identity Edit View Action Tools Help online
21. 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 Passcard Editor to an online form 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 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 Passcard Editor click the Handle icon 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 One Click Login and Navigation 1 Login Click the Login 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 into Passcard is to D bascar Bill williams SAV Gane click RoboForm Taskbar Icon select Logins E 33 p wa 3 E and then select a Passcard to login to The dit Passcards sly Roboform picture on the right shows us
22. 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 gt Options gt Security select AES Blowfish or RC6 encryption algorithm Check Dual Password checkbox in the same tab Click Resave Files 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 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 Passcards protected by different master passwords RoboForm caches two most recently entered password in memory 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
23. O5azu9 Number of characters Generating Passwords When the Generator window comes up for the first time Maz Maz Mos O it automatically generates new password Minimal number of digits To generate another password click Generate button C Exclude similar characters Filling Generated Passwords into HTML forms C Hexadecimal 0 9 A F Click Fill to fill the generated password into password Bit Strength 47 fields If you want to fill only some password fields select them Cose Hep before clicking Fill button grab text before and after the mrw fields too Password Generator 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 gt Fill to fill the gene
24. RoboForm User Manual Print Version Copyright Siber Systems 2000 2007 RoboForm Version The manual applies to RoboForm version 6 6 4 and later RoboForm Enterprise Manual The Policy Editor manual for RoboForm Enterprise is available to system administrators Using the Policy Editor system administrators can freeze various features of RoboForm Enterprise to align with company password standards Options are listed with an explanation of what each option does for each customizable feature RoboForm Enterprise Customization I nstructions Download and install RoboForm Enterprise version from here Upgrade to our Pro version see instructions via email Download and install our Policy Editor from here Use the Policy Editor to completely customize RoboForm to your desired specifications See below for detailed instructions AUNE 5 Click Apply to apply the policy changes RoboForm Enterprise Custom Deployment I nstructions 1 After you have your custom policies specified in the Policy Editor you will need to create a batch file 2 Click Create Reg in the Policy Editor to create a txt file of the changes NOTE We generate a txt file instead of a bat file so you can email this file if necessary 3 Change the name of the txt file to a bat file 4 Deploy the RoboForm installer and the bat file to your employees computers using your preferred deployment software Enterprise Policy Editor Use the Policy Edi
25. a Passcard from which this form can be filled OR a long more than 4 fields non password form that RoboForm can fill AutoFill dialog shows the list of Fillable Passcards AND Identities all of them How to Fill Click the Passcard or Identity you want to fill from and selected Passcard Identity is 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 amp Submit If you click Fill amp Submit button in this dialog RoboForm will both fill forms and click the Submit button for you If you want to make Fill amp Submit a default button initially Fill Forms is the default button when Passcard is selected then go to RoboForm gt Options gt AutoFill and check Fill amp Submit is the Default button for Matching Passcards If you want to make Fill amp Submit a default button when Identity is selected then go to RoboForm gt Options gt AutoFill and check Fill amp Submit is the Default button for My Identities 4 Fillable Passcards vs Matching Passcards Fillable Passcards are defined as Passcards 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 Passcards than RoboForm Toolbar because Toolbar matches Passcards only by URL while AutoFill actually tries to fill forms fr
26. ached 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 5 Logoff You can force RoboForm to purge cached Master Password from memory by selecting the RoboForm gt 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 gt Options gt 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 More Info Full Manual on Password Protection Frequently Asked Questions about Password Protection 6 Change Master Password If you decide to change your Master Password Set Master Password RoboForm you can do so by opening the Options dialog Change Remove your Master Password and or protect select RoboForm gt Options in the toolbar unprotect all Passcards and Identities and clicking Set Master Password in the Old Master Password Security tab eeccecccccce The Set Master Password command will New Master Password C Remove Master Password change the password in every passcard and identity so that you do not have to do it ma
27. ade 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 Summary Tab Summary tab is an informational tab that shows summary of fields in the Identity or Contact It cannot be edited you need to edit the tabs from which this summary data is assembled Summary tab has only one instance Person Tab 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 Numbers Phone Number format depends on Country of your Identity so make sure that Country is correct Do not enter country code and or dialing prefixes into Phone Numbers RoboForm generates these prefixes automatically when filling 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 fie
28. ae Cine Ea Parson y T My Amex valid From amp j My Visa Purne mA Card User Name e B Williams Address SH Bank Account 5 Credit Card Authentication Issuing Bank amp Citybank Bank Account db Custom Cust Svc Phone amp 614 111 7777 Authentication Intl Svc Phone _ amp 1 614 321 9976 Protected A4ES My Identity United States 01 11 2005 9 44 IN Credit Card Tab Instances in Identity Editor Each tab can have many instances Example Credit Card is a tab in Identity Credit Card tab can have many instances So you can store many credit cards in one Identity Each tab instance has a name There are two additional tabs in Identity that cannot have instances Summary This is just a non editable summary of all other tabs Custom This contains user defined fields Instance Tree in Left Navigator The whole tab and tab instance hierarchy is shown as a tree in the left navigator window If tab has only one instance it is shown as a tree node directly under the identity node If tab has more than one instance then the tree node under the identity represents the tab itself one level down and children nodes of the tab represent individual tab instances two levels down When tab has only one instance the name of this instance is not shown instead tab name such as Credit Card or Person is shown When you create second instance of the tab then the first instance of the tab gets the default name Main
29. avigator window If you click Personal the on the folder the QE Altavista folder will open to show its gt a http login passport net uilogin srf lc 1 O33 id 2 contents If you click the HTML Default Protected AES 31 10 2005 14 06 T folder itself the files contained in it will be shown Folders in Passcard Editor on the right You can do a number of file folder operations using Editors 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 be 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 Delete Folder Right click folder and select Delete Password Generator The Password Generator generates random passwords of any length Randomness of generated passwords makes Bassi d Sans ttt a them hard to guess Starting Password Generator Password has been generated Drag it to any Mouse over the Generate button in RoboForm toolbar OR field Click Copy to copy it to clipboard Click Generate to generate new password Click RoboForm button in toolbar or RoboForm Taskbar Icon and select Tools gt Generate Passwords mP
30. boForm 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 Multiple Arguments 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 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 yi and if you never create a sub folder P3ssea d Name in Home Folder you will have a Hotmail Bill fa Home completely flat set of files 7 Business Existing Passcards n ERT erm Hotmail Bill Gal Personal Hotmail Jenny Save Forms RoboForm Z Would you like Roboform to save forms on this page to a Passcard You can create one or more folders in the Home Folder and put your RoboForm files into them this classifying your files Creating Passcard or any lesen ones File in a Folder f C Save As Bookmark
31. button 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 and then select a Bookmark to go to From Passcard Editor Open bookmark in Passcard Editor and click the Goto button in the Editor toolbar 4 Delete Rename and Clone Bookmarks Click Passcard in the Passcard 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 Passcard Editor select Passcard gt Print List 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 Safenotes Server settings Safenote Editor Safenote Edit View Action Tools Help X Save Close la Protected J Logoff AcCopyText A Use Safenotes to store any secret text data anything that RoboForm could not save into Passcards f Home A 111222 ATM card passwords E ATM pass i Safe lock combinations S Bank safe SUPPOR QAO LERE i i re im Software activation codes Launch codes lip 27 21 23 3 UNIX telnet and rlogi
32. eans that no password is require to view and use this identity You can change the protection status by clicking this button Logoff button indicates presence of Master Password in RoboForm system The meaning of this button is the same as in Passcard Editor 5 Add Delete a Note to Identity Click Add Note icon Note with icon on Editor toolbar or select Edit gt Add Note in Identity Editor and Note field will be added to the current tab instance of this Identity Put information that did not fit standard identity fields into the Note field Click ENTER in the Note 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 gt Delete Note 6 Fill from Identity Click Fill button in Identity Editor or select Action gt Fill Forms and RoboForm will fill forms from this Identity in topmost 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 7 Delete Rename and Clone dentities Click I dentity 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 8 Change Country of Identity Go to Edit gt
33. echanism that is used only by a few sites now It is also used to memorize Network Disk password in Windows XP 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 gt AutoSave gt Offer to save Logins from web forms controls AutoSave for HTML forms Options gt AutoSave gt Offer to save Logins from Windows dialogs in Browsers Basic Auth controls AutoSave for Basic Authentication Options gt AutoFill gt Offer to AutoFill web forms controls AutoFill for HTML forms Options gt AutoFill gt Offer to AutoFill Windows dialogs controls AutoFill for Basic Authentication Basic Authentication Dialog Manual Fill Forms To fill Basic Authentication dialog from a Passcard click dialog that you want filled and then select Fill Forms from RoboForm Taskbar menu Manual Save Forms To save a Passcard from Basic Authentication dialog click the BasicAuth dialog that you want saved and then select Save Forms from RoboForm Taskbar menu No Identities Basic Authentication dialogs cannot be filled from Identities they can only be filled from Passcards Bookmarks 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
34. ed and then check the AutoFill Without Asking checkbox Then instead of showing the AutoFill dialog RoboForm will fill forms from the best fitting Passcard or if no matching Passcards are available from the most recently used identity More Form Filling Commands These commands are not related to either Passcards or Identities 1 Clear Fields RoboForm gt Fields gt Clear Fields command clears all fields It clears all form fields or all selected fields 2 Reset Fields RoboForm gt Fields gt 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 gt Fields gt 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 4 Putting these Commands on Toolbar Each of these commands has a button for it on RoboForm toolbar To make this buttons visible right click RoboForm toolbar select Customize and move these buttons into Current toolbar buttons Search Box Search Box appears between RoboForm button and Logins E 2 button on RoboForm Toolbar lycos v gy Logins 33
35. er Reference RoboForm Options Bill Show the folowing commands in Intenet Explorer Standard Buttons bar same as IE Tools mers and IE context menu Toolbar Menu Commands Roboform Toolbar Fil Forms Save Fount Identities Editor Passcards Editor Salenotes Editor RoboForm Options Customize Menu Password Generator RoboForm Taskbar loon Set Feld Reset Faaki Clear Fields Logott Temata changes tect ckek OK RoboForm Commands This is a complete list of RoboForm commands that are available in RoboForm IE Context Menu and through RoboForm button is IE Standard Toolbar Initially RoboForm commands marked with x 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 Options gt IE Menus Keyboard shortcuts are shown in RoboForm gt Options gt Keyboard where each shortcut can be enabled or disabled List of commands AutoFill Command Key Toolbar Editors dialog Save Forms Save Passcard gt New Fill from My Identity 1 9 Click Identity Fill Forms Action gt Fill Forms See eae M Passcards gt select Passcard Fill Forms Action gt Fill Forms Fill Forms Fill Forms Fill Forms Fill w o Asking a Filowitheut Eii Parnis Fill amp Submit Z Fill Form
36. er selecting New WY Altavista 2 Security Passcard from the list Print List p Anz SZ siber Systems Recently Used BBC Yet another way to login to Passcard is cele m we sais show Passcard in Passcard Editor and then icon Seay Ve Sonymusic click the Login button in the Editor re 23 Bigbigsavings sly VIA drivers Wi Buy r Yahoo 2 More commands New Window 2 CDRomShop 3 Yahoo Bill Login Go amp Fill GoTo Fill Edit etc 5 Citymarket Click the Logins button in RoboForm toolbar F3 NN move mouse cursor to a Passcard of your F3 Download choice 2 Hotmail Bill right click it Z Hotmail Jenny Lycos You will see a list of commands that applies 33 i to the clicked Passcard P3 Microsoft Login in New Window command logs you 2 MyBankAccount in in the new browser window 3 Passport Go amp Fill commands performs the first two Jy Pets actions from the login sequence navigate and fill GoTo command performs only the Toolbar Eogins MENU navigation action for Passcard Fill Forms command fills forms from the selected Passcard Edit command shows the selected Passcard in Passcard Editor E Mail command sends Passcard as e mail attachment using your default mail client Add Shortcut To command adds shortcut pointing to this Passcard to Desktop Links toolbar of IE or Quick Launch are on desktop Clicking such shortcut causes Login to Passcard Rename Clone Delete commands rename close or delete the selected Passca
37. ir 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 AutoFill Dialog AutoFill Rob 1 Do You Really Need AutoFill piena AutoFill was the recommended way to fill forms in RoboForm ver 5 and Hotmail Bill 8 before In ver 6 AutoFill is not needed for filling saving HTML forms as Hotmail Jenny it is fully replaced by the toolbar It is still needed to fill Basic Authentication forms though amp from Identity Bill Williams Some people like AutoFill dialog because If one uses AutoFill dialog he can hide RoboForm toolbar AutoFill attracts more attention than button on the toolbar C Fill Empty Fields Only 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 AutoFill Dialog 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 gt Options gt AutoFill and check Offer to AutoFill Web HTML Forms AutoFill dialog pops up if you navigated to web page that contains a password form for which you saved
38. is the most recently used browser window New Window default New browser window will be opened 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 new instance of the browser identified by its EXE file This EXE file is started with URL as an argument Popup Blocker option If you use an aggressive popup blocker it will try to block RoboForm from opening a new browser window because new browser window is a popup in the simplistic mind of a popup blocker Check the Popup Blocker is active option On by default and RoboForm will call Default Browser when it needs to open window This does not guarantee that new window will be opened navigation can happen in the same window But it does guarantee that there will be navigation at all which is better than nothing Note that Internet Explorer s own popup blocker that appeared in SP2 does not have this problem so if you use IE popup blocker there is no need to turn on this option There we recommend to use IE popup blocker and uninstall all other popup blockers Default Action for RFP File Passcard is Login If checked then default action for Passcard file is Login If
39. lbar select Customize Toolbar and change Number of My Identity buttons 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 Selecting Tab I nstances 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 amp Submit Mouse over the My Identities button and form filling mini dialog will appear If you click Fill amp Submit button in this dialog RoboForm will fill the form and then automatically submit it You can make Fill amp Submit a default button by default Fill Forms is the default button by going to RoboForm gt Options gt Toolbar and checking Fill amp Submit is the Default button 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 the part of the web page that you want to be filled Fill Forms RoboForm will fill only the fields that you have selected 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 emp
40. ld after x is for Extension 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 Business Tab Business Tab represents a business entity such as Company Corporation Organization Government Agency School or Church with which Person s are associated they work in there or visit there Business has a name Web Site business type etc Business address is stored in Address tab Business phones are stored in Person tab 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 Tab 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 Country of your Identity make sure Country is correctly Country field in Address tab is not editable you can change it in Edit gt Country thu
41. m matches mail google com but they both do not match www google ca Passcards with exact URL match are shown as 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 this Passcard then select gt Set as Default Default Passcard name is underlined in Matching Passcards mini dialog Before 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 gt Options gt General gt Show Matching Passcards with the best URL match on top 6 Selective Form Filling 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 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
42. ms from this Passcard in topmost 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 7 Delete Rename and Clone E Roboform Passcards Lt Passcards Adah Sew Coes Punos x rau C Click Passcard in the main window menu i are iA a Siebie de and select Delete Rename or Clone 192 163 1 1 Datek F command and RoboForm will perform the 192 168 1 1 Detek com g iia User IDS User iD selected operation In addition to that you Passwords yeas Passwords can right click a Passcard in the list of Batic Autn Basic Auth Passcards in the left pane and select Delete Ps Tesan any Passport net Yahoo com Rename or Clone command Leer IDS b jwikams hotmailcom User IDS Passwecect pass Passwarc 8 Print List of Passcards In Passcard Editor select Passcard gt Print List of Passcards Preview enlarge 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 9a Send Passcard by E Mail To send Passcard to a friend by email open it in Passcard Editor and click Envelope icon in Editor toolbar or select Action gt E Mail You can 1 send Passcard unencrypted 2 encrypt it by a password that you would tell your friend over the phone or messenger or 3 send the Passcard protected by Master Password this choice
43. n b user sm boss passwords O Server settings pass j kglrvm et cetera 1 Safenote Editor All viewing and editing of Safenotes is done in the Safenote Editor To i Protected AES 27 08 2004 15 48 open it click RoboForm Taskbar icon and select Safenotes gt Safenote Editor Edit Or click Safenotes button in RoboForm toolbar and select Edit 2 Make Safenotes Button Visible To make Safenotes button visible on RoboForm toolbar right click RoboForm toolbar and select Customize Toolbar Drag Safenotes button from the left half of the dialog to the right half Click Close to confirm 3 Create a New Safenote Select Safenote gt New in Safenote Editor Or select RoboForm gt Safenotes gt New in RoboForm toolbar Or select Safenotes gt New in RoboForm Taskbar icon To create new Safenote and populate it with current clipboard contents Select RoboForm gt Safenotes gt Paste to New in RoboForm toolbar Select Safenotes gt Paste to New in RoboForm Taskbar icon 4 Delete Rename and Clone Safenote You can Delete Rename and Clone safenotes by clicking Safenote in the editor and selecting the corresponding command You can also invoke Delete command by clicking on the Cross button in the editor toolbar 5 Print List of Safenotes In Safenote Editor select Safenote gt Print List A dialog appears that previews the printed list of Safenotes You can click the Print button to print what you see
44. n 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
45. not checked default then the default action for Passcard 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 on each Submit of the login sequence On the 1st login page fill out Useri D 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 usually name Bank of America passcards BOFA S 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 S 1 this causes going to the 1st login page filling forms and submitting 2nd passcard name will appear on top of Matching Passcards button
46. nstaller 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 If RoboForm keeps asking to close browsers even though you have none left then click No when it asks whether to wait again and allow installation to proceed in this case you will have to reboot in order to complete installation Create Master Password Master Password is one password that RoboForm uses to protect all Passcards Identities and Safenotes This is the only password that you actually need to remember Tests and Tutorials After you finished installing RoboForm you will be offered a test tutorial 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 Files RoboForm works with these file types 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 Netscape 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 Identity RoboForm can fill long non password forms such as registration or checkout form from your personal profile that we call an Identity You fill in y
47. nually It also has a radio button option to Retype New Master Password password protect or password unprotect all sacedseueees Passcards and Identities Password Protection Status of all Passcards and Identities Master Password may consist of any characters It cannot start and end with Do not change Unprotect Al spaces The length of Master Password can be anywhere from 4 to 49 characters We as 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 Set Master Password Dialog 7 Dual Master Password ver 6 4 0 and up 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 consists of two parts separated by backslash If only the first part of the password is entered Example employee enters pass then user can only Login to passcard but not view or edit passcard If both parts of the Master Password are entered Example supervisor enters pass word then user gains unlimited access to passcard which includes viewing and editing Note that the long Master Password both parts should contain at least 4 characters Dual Password mode is available only in AES BlowFish and RC6 encryption methods To enable it go to RoboForm gt Options gt Security and check
48. number of required fields in this option 8 Customizing AutoFill Dialog Appearance In RoboForm gt Options gt AutoFill gt 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 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 in active not topmost 9 AutoFill Without Asking If you want RoboForm to fill all forms without requesting permission we do NOT recommend this then open the Options dialog switch to AutoFill tab make sure that Offer to AutoFill Web Forms is check
49. om Passcards invisible and rejects Passcards 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 Temporarily Disable AutoFill If you want to be able to quickly turn off the AutoFill dialog go into RoboForm gt Options gt AutoFill and check Show Enable Disable AutoFill command in main menu option This will add Enable Disable AutoFill command to RoboForm main menu in Toolbar and Taskbar icon 7 When AutoFill Pops Up Fine Tuning Rules In RoboForm gt Options gt AutoFill gt 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 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 I dentity By default AutoFill from Identities pops up if there are at least 4 fillable fields on the page You can change minimal
50. omain name such as www word com www word org www word co uk you can do it using 1 step SearchCards Example you want to create a SearchCard that will navigate to www word ac uk when you type word Download and save any other Domain Prefix Suffix SearchCard for instance Go to www arg org from SearchCard Place In this passcard change URL from www rfarg org to www rfarg ac uk and Prompt to Go to www rfarg ac uk Name this searchcard appropriately Say WwwArgAcUk and you are done 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 Hot Keys 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 gt Options gt Search Search Prompt You can control what is shown in Search Box for your SearchCard Edit the Prompt field in the SearchCard using Passcard 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 Ro
51. on IE AOL MSN 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 do 5 Web Page Context Menu Appear on web page when you Refresh right click it Use it when you need to call RoboForm from a web page that has no RF toolbar Customize Menu How do customize get rid of RoboForm context menu items Fill Forms RoboForm Toolbar 6 Standard IE Toolbar Buttons Appear in your Standard IE Save Forms toolbar and IE Tools menu RoboForm button in this toolbar makes RoboForm toolbar appear and disappear Other RoboForm buttons may be made visible How do customize RoboForm buttons in the Standard IE toolbar Properties Web Page Context Menu Passcards Logins 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 Saving Form Data to Passcards 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 Yo
52. or click Save to save it to an HTML file 6a Send Safenote by E Mail To send safenote to a friend by email open it in Safenote Editor and click Envelope icon in Editor toolbar or select Action gt E Mail You can 1 send safenote unencrypted 1 encrypt it by a password that you would tell your friend over the phone or messenger or 3 send the safenote protected by Master Password The last choice is not recommended as you would have to tell your friend your Master Password 6b Receive Safenote by E Mail When your friend receives a safenote in email she can open it and the safenote will be shown in Safenote Editor Of course your friend has to have RoboForm installed Since safenote opened from email resides temporary files folder of mail program your friend will not see it in the list of her safenotes To copy the received safenote to her safenote folder your friend should click Copy Home button in Editor toolbar of the temporary safenote Identities 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 data and then Create New Identity RoboForm will enter this data into web page forms for you amp So Identity is a depositary for all your personal data used in form filling New Identity Create In gt gt Identity Name Usually you would need one or two Identities one for Jenny Williams registering for
53. orms 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 button that you clicked to submit the form because you did not click any submit button So if you try to Login or Fill amp 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 a field that changes on every login 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 Passcard Editor Let RoboForm AutoSave passcard with all fields in it including the Turing field Open this newly saved Passcard in Passcard Editor Click a field that is a Turing field Select Edit gt Ignore Field Editor will put
54. ot visible Why Why is RF toolbar mixed up with Links Radio toolbars How can customize the RoboForm toolbar EA RoboForm Search vi QE Logins g Hotmail Bil 1 Bil wiliams g9 Save Generate X RoboForm Lower Toolbar 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 popup windows in IE browsers without toolbars AOL MSN Has the same functionality as Upper Toolbar and looks the same To show it right click web page that has no Upper Toolbar and select RoboForm Toolbar or click RoboForm Taskbar Icon and select Show Toolbar The Lower Toolbar controls only the browser window under which it appears 3 How to Show Hide Toolbars Click the Green Robot icon on Standard IE Toolbar to show hide RoboForm toolbar If no toolbar is visible then Upper toolbar is shown If Upper toolbar cannot be shown then Lower toolbar is shown If Upper or Lower toolbar is visible then it is hidden T Show Toolbar SafeNotes gt amp Identities gt Z Logins You can also right click web page and select RoboForm Toolbar menu X Exit item to show hide the toolbar For web pages that cannot be right clicked click RoboForm taskbar icon and select Show Toolbar RoboForm Taskbar Icon 4 Taskbar I con Appears in Taskbar SysTray It is used To make RoboForm work in non IE browsers that are based
55. our Identity once with all your personal data and then RoboForm will enter this 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 calla 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 file can be categorized using Folders same as Windows Files Folders You can build a tree like structure using folders and stuff it with your Passcards Bookmarks Identities Contacts and Safenotes RoboForm Controls RoboForm adds Toolbar and other controls to your browser E RoboForm Search v 33 Logins 49 Hotmail Bil 1 Pei wiliams 59 Save Generate RoboForm Upper Toolbar 1 Upper Toolbar Appears above the web page To show or hide it click RoboForm button on standard IE toolbar You may have to click it several times to make Toolbar appear Or select View gt Toolbars gt RoboForm in IE The toolbar controls only the browser window in which it appears RoboForm toolbar is n
56. r 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 lt ENTER gt VirtuCon 1997 99 lt ENTER gt 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 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 i
57. rated 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 GoFill on the old passcard Fill the newly generated password using the Generate gt Fill button Click the Login button AutoSave offers to save newly generated password off the official login page Password Protecting Files by 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 Request Master 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 RoboForm Master Password for Passcard Enter RoboForm Master Password that opens password protected Passcard BestBuy oo 2 View and Change the re Password Protection Status of Sst TS BUS Het SE Identity and Passcard Passcard Edit View Action Tools Help To check whether a Passcard Identity save amp Close g Protected J Logoff
58. rd Protected Unprotected commands change protection status of the Passcard 3 Recently Used Passcards Recently used Passcards are shown under Recently Used Passcards in the Logins menu The most recently used Passcard is shown first under Recently Used Passcards heading it is also underlined in the main list of Passcards in the menu Clear List command clears up the Recently Used Passcards list 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 gt Options gt 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 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 will be done in new browser window browser will the same kind as the one where you selected Passcard Login from Taskbar or Editor opens web site in Topmost New Window Topmost Window When you select Passcard from Logins menu of RoboForm Taskbar Icon or click Login button in Passcard Editor login will be done in the topmost browser window that
59. rd and Identity files by copying them to My RoboForm Data folder 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 have been updated Select RoboForm gt Profiles gt Refresh Folder to make RoboForm re read all user files Multiple RoboForm Profiles If you share a computer with other people and you want to have several separate sets of Passcards and Identities within one Windows user then use RoboForm Profiles for this Available only in RoboForm Pro RoboForm Profile Each RoboForm Profile is an independent set of Passcards Identities and Safenotes that has a separate Master Password Current Profile Current Profile is the RoboForm Profile that is currently seen in RoboForm Initially RoboForm creates a Profile for you that has is named Default Profile New Profile Select RoboForm gt Profiles gt New to create new RoboForm Profile Newly created Profile becomes current New Profile initially has no Passcards or Identities and it has no Master Password Switch Profile Select RoboForm gt Profiles gt lt ProfileName gt to switch from one Profile to another Remember that each RoboForm Profile has a separate Master Password Rename Current Profile Select RoboForm gt Profiles gt Rename to rename the current Profile Delete Current Profile Select RoboForm gt Profiles gt Delete to delete
60. rm 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 gt 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 NEW 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 available at RoboForm ver 6 7 6 Word or sentence that you type in Search Box becomes an argument to SearchCard and when you type a word or sentence in Search Box select one of the SearchCards and click ENTER the whole navigate fill submit sequence is executed automatically for you Download SearchCards from SearchCard Place Our staff and outside contributors have created these valuable SearchCards that will save you hours of clicking on the Web You can download them for free from SearchCard Place How to Create a SearchCard Navigate to a web
61. s gt Fill amp Submit Fill amp Submit Login X Select Passcard Login GoFill X select gt right click gt GoFill GoFill GoTo X select gt right click gt GoTo GoTo Set Fields Fields gt Set Fields Reset Fields Fields gt Reset Fields Clear Fields 0 Fields gt Clear Fields Identities Editor F Identities gt Edit gt Edit select Identity Passcards Editor i Logins gt Edit gt Edit select Passcard Safenotes Editor Safenotes gt Edit select Safenote Rename a Sgn chckes gt Rename Passcard gt Rename Rename Clone select gt right click gt Clone gt Clone Passcard gt Clone Delete ars RQHERGHC a gt Delete Passcard gt Delete Delete key Delete key Logoff L Logoff Logoff Options O RoboForm gt Options View gt Options right click page gt View gt Options gt Customize Menu Customize CtxMenu Tools gt Password Genr RoboForm Toolbar R RoboForm gt Hide RoboForm gt Tools gt Taskbar Icon Taskbar Icon Tools gt Taskbar Icon Password Generator P mouse over Generate Command Line Options Command Command Line Login Passcards exe 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 Passcards exe l C My RoboForm Data Dave Bank of AM rfp Passcard File Format If
62. s 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 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 Tab Just a Credit Card A family or a company can have one or more credit cards 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 Bank Account Tab Same as with credit cards a family or a company can have several bank accounts and RoboForm reflects that Authentication Tab Here you can store your favorite passwords and security questions that you would use when creating new accounts The User ID and Password fields are your default passwords When you want to save an existing UserlD Password pair use Passcards for this do not put them into Identity Put into Identity the default low security Userl D Password pa
63. t button in this dialog RoboForm will fill the form and then automatically submit it You can make Fill amp Submit a default button initially Fill Forms is the default button by going to RoboForm gt Options gt Toolbar and checking Fill amp 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 The selected Passcard will be shown in Passcard Editor Once you click 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 whose URL exactly matches web page URL will appear on top Passcards with partial URL match will appear next the longer the match the higher the position Passcards for which server part of URL exactly matches server part of web page will appear next Passcards for which only domain matches will appear the last Domain should match with all suffixes included that is www google co
64. t files have a RFC extension Passcard 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 gt Profiles gt Explore Folder Refresh User Data Folder Select RoboForm gt Profiles gt Refresh Folder to refresh RoboForm file from the files in User Data Folder RoboForm caches contents of User Data Folder in memory so if you made changes to this folder using Windows Explorer or other file manipulation programs you must refresh RoboForm file cache Change User Data Folder Select RoboForm gt Options gt User Data gt 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 RoboForm Options Bill When you change the User Data Folder i bones User Data RoboForm does not copy RFT and RFP files 9 77 Sewa amp Toota a aahi es from the old folder to the new folder AutoF a User Data Folder where the Passcards amp Identities C My RaboF om Datail T Secuny i Backup and Restore aeoe C caran C eama E 3 Keyboard L Backup j Restore J Backing up and restoring RoboForm User Version
65. the current Profile The Profile that follows the deleted Profile will become current Technical Details RoboForm Profile is just a folder or tree of folders 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 Multiple Windows Users 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 Each Windows user has its own set of RoboForm settings options that you see in RoboForm gt Options Installing RoboForm 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 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 buttons in Standard IE toolbar RoboForm context menu items in IE and E based browsers 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 Us
66. ther 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 gt 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 fo
67. tor to completely customize RoboForm to your desired specifications When you have completed the customizations click Apply to apply the Policies Clicking Create Reg will produce batch file that sets policies selected the Policy Editor Policies are specified by sysadmin in registry key HKEY_LOCAL_MACHINE SOFTWARE Siber Systems RoboForm Policies Sysadmin may set these values and prohibit users to change them Installing RoboForm Requirements RoboForm works on Windows 98 Me NT4 2000 2003 XP systems It does not work on Mac and Linux Internet Explorer version 5 5 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 Do you want to Run or Save this file or smth like this Click Run Agree to I nstall RoboForm Once the download finishes another popup window will ask Do you want to run this software RoboForm2Go by Siber Systems 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 Setting Up Personal Data In this dialog you can change folder where RoboForm Passcards and Identities are stored and where RoboForm should place its program files You can also request installation of RoboForm Adapter for Mozilla Firefox and Netscape Close any I nternet Explorer and Windows Explorer windows The RoboForm i
68. ty 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 forms it adds Phone Prefix before the number Phone Prefix is set in Identity Editor in Person tab It can be set to one of None no prefix default option for the US National prefix that is dialed to call long distance inside the country 1 in the US 0 in most Euro countries Country Code country code used when dialing from foreign countries 7 English Selection Values Option This option is located on the form filing 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 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 pict
69. u 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 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 Use Forced AutoSave to Save login info from pages that have no passwords fields Save Forms RoboForm Would you like Roboform to save forms on this page to a Passcard Create In gt gt Passcard Name Hotmail Bill Existing Passcards Hotmail Jenny Password protect C Save As Bookmark Save Cancel z AutoSave Dialog 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 amp 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 f
70. ure of a suitcase Select field value or its part and then start dragging the selection 10 Copy and Paste I dentity 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 In Identity Editor click the Handle icon it will copy field value to Clipboard In your online form or application click the field to be filled and press CTRL V or invoke Paste command using this application user interface You can copy and paste field combinations and entire tabs The handle for a tab is at the upper left corner of the tab More I nfo Identity Security and Protection Multiple Credit Cards and Addresses Frequently Asked Questions about Form Filling from Identities Identity Tabs and Tab Instances Fields in the Identity Bill Williams Identity Editor are grouped in tabs Identity Edit View Action Tools Help You can see only one iy h X Save amp Close Protected Logoff Fil Credit Card m tab at a time in d amp P og amp ka Identity Editor When B Bill williams A Summary Person Business Address Credit Card lt 4 gt you click on another amp Person 4 tab you will see Business Card Type a Visa n another group of Address Card Number amp 166611112222333 fields Home Validation Code amp 876 Work Card Expires a 06 vf 2006 ees a ier

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