Requirements. RoboForm for Windows works on Windows Vista, 7, 8, and 10 as well as Windows Server. Supported browsers include Internet Explorer 8.0 or later and the latest Google Chrome, Mozilla Firefox, and Opera. All service packs and security patches must be installed.

Find your Download On the Download RoboForm page (roboform.com/download), Your Recommended Download for Windows will be at the top of the download options.

For Microsoft Edge, Chrome OS, and Linux, find the respective Standalone Extension in the tabs of the RoboForm Download Page.

Start Download Follow one of these two steps to begin installation.

After clicking the download button, click the tab on your downloads bar at the bottom of the screen . Select “ Yes ” once your computer asks permission for RoboForm to make changes to your PC. The installer will open.

Using your PC’s File Explorer , find and double-click “ RoboForm-8-Setup ” in the Downloads folder . Then select “ Yes ” once your computer asks permission to make changes to your PC. The installer will open.

Language and Terms of Service This window has Language and the RoboForm service agreement. Select your preferred Language for RoboForm. Languages are ordered alphabetically in the drop down menu. Then, read the RoboForm Terms of Service and the Privacy Policy . You may check the option to Show Advanced Options during the installation. By clicking Next , you have read and agreed the RoboForm Terms of Service . Close Applications RoboForm will notify you of the applications that need to be closed in order to complete the installation process. By clicking Install , RoboForm will close the listed applications and RoboForm setup will automatically run. Account Set Up RoboForm is now installed on your computer and you can either follow the steps to create a new account or login with an existing account .

To create a free account , enter your Email and Master Password . Your Master Password will unlock all your other passwords, it is very important that you memorize your Master Password .

Click Login with Existing Account and login with your RoboForm Email and Master Password.

Click Next .

Welcome to RoboForm Your RoboForm account was successfully created or logged into. Your credentials are listed below. Click Next to close the window.

Chapter 2: Key RoboForm Terms

Login RoboForm saves online passwords into what we call a Login. RoboForm will offer to fill your Login details automatically when you visit the login page again.

Bookmarks Bookmarks are websites and web pages you can save to RoboForm, similar to a Bookmark on your browser. Bookmarks leaves you one click away from your favorite web pages.

Identity Your Identity is your personal profile. RoboForm can automatically fill in web forms, such as an online checkout. This can consist of name, phone number, address, driver's license, credit cards, etc.

Contact This is your Address Book. Each entry in this Address Book is called a Contact. A Contact is like an Identity but is not used for form filling. Instead, it is used to lookup other people’s personal data such as their name, phone number, address, etc.

Safenote You can store frequently-used text into what we call a Safenote . Safenotes provide storage for important information that is not automatically stored in Logins or Identity such as lock key combinations, secret family recipes, and software activation codes.

RoboForm Data All of your RoboForm items - your Logins, Bookmarks, Identities, Contacts, and Safenotes - make up your RoboForm Data.

Folder All of your RoboForm items can be categorized in Folders , similar to Windows Folders. Any item of RoboForm Data be organized into Folders - including other Folders!

Master Password This is the main password that unlocks all of your RoboForm Data for use. Do not forget your Master Password!

RoboForm Add-On This is the main vertical or horizontal RoboForm Browser application. RoboForm Add-On is the term that will be used to characterize both Extensions and Toolbars.

In Google Chrome, Mozilla Firefox, Opera, and Microsoft Edge, Roboform is seen as an Extension that is located in the top right corner next to the address bar.

In Internet Explorer, RoboForm is seen as a long horizontal Toolbar typically underneath the address bar. The locations of the toolbar can be customized in options.

RoboForm Taskbar Icon This button initiates the RoboForm menu that is located next to your computer’s date and time. Taskbar allows you to access RoboForm outside of your browser.

RoboForm Editor This is an application within RoboForm. You can edit, create, and access RoboForm Data in the RoboForm Editor.

RoboForm Start Page This is a web page located at https://start.roboform.com that allows you to view and access your local RoboForm Data on Windows or Mac (but not with the standalone extensions). The Start Page cannot be accessed without RoboForm being installed.

RoboForm Online This is a site located at https://online.roboform.com/login which is comprised of:

RoboForm Web Access , a viewer and editor of RoboForm Data that can be accessed regardless of whether or not RoboForm has been installed (works with standalone extensions).

Account-wide RoboForm Online Settings such as OTP and Licensing info.

Logins Menu All of your Logins are organized alphabetically in the Logins Menu. This menu can be found in RoboForm Add-Ons, Taskbar Icon, and RoboForm Editor.

Bookmarks Menu All of your Bookmarks are organized in the Bookmarks Menu. This menu can be found in RoboForm Add-Ons, Taskbar Icon, and RoboForm Editor.

Identities Menu All of your Identities are organized alphabetically in the Identities Menu. This menu can be found in RoboForm Add-Ons, Taskbar Icon, and RoboForm Editor.

Safenotes Menu All of your Safenotes are organized alphabetically in the Safenotes Menu. This menu can be found in RoboForm Add-Ons, Taskbar Icon, and RoboForm Editor.

Matching Login In the RoboForm Add-Ons, Matching Login finds which Login is the best fit for the web page you are visiting.

Identity Button In the RoboForm Add-Ons, the Identity Button shows an Identity that can fill the form on the web page.

Help Menu This menu has all the resources that will help you understand how to use RoboForm. If you run into any problem, this menu can connect you to one of our Customer Support representatives.

AutoSave Dialog This tool automatically pops up and offers to save Logins or Bookmarks for a web page.

Chapter 3: Browser Integration

RoboForm Data is accessible on your browser(s) by using your Master Password to login to RoboForm. It's important to remember and protect this password in order to securely access your encrypted RoboForm Data.

RoboForm works with your Browsers through Add-Ons . They will either be an Extension or a Toolbar . Find the browser(s) you use below to read more about browser-specific Add-Ons.

Extension for Google Chrome, Mozilla Firefox, and Opera

RoboForm on Google Chrome , Mozilla Firefox , and Opera appears as an Extension in the upper-right hand corner next to the Address Bar. Clicking the Extension icon will open a vertical drop down menu .

For Visibility Options , right click the RoboForm Extension button and select Options . A new window will pop up with the following options:

Show lower RoboForm toolbar attaches a RoboForm toolbar to the bottom of page. This is for those who prefer the toolbar over the extension.

Show lower RoboForm toolbar for popup windows attaches a RoboForm toolbar to the bottom of popup windows.

Enable popup RoboForm toolbar turns on the RoboForm Extension. Disabling this will attach a lower RoboForm toolbar to your browser.

Set focus to RoboForm search box automatically highlights and allows you to type into the search box upon opening the RoboForm Extension.

Clicking the RoboForm Extension in Chrome, Firefox, and Opera opens a Vertical Menu of RoboForm Functions .

Here are all the functions of the menu in detail:

The Home Icon in the upper left corner opens the RoboForm Start Page in a new tab.

There are Three Dots in the upper right corner, They show the following options: Tools has the following miscellaneous functions:

Search Files opens a dialog window to search any item of RoboForm Data.

Generate Passwords creates a randomly-generated and complex password for you to use and improve your Login security.

Import allows you to import any data from browsers or other password managers to RoboForm. For browsers, click the Import button next to the browser name. For other password managers, click Import from File and follow the directions on the page.

Import into folder : allows you to select a folder to import your data into.

Search Box opens in the corner and allows you to search for RoboForm Data or for a query in a search engine.

Fields allow you to quickly alter a web page’s fields:

Reset puts the original values into the fields.

Set completes any check box fields.

Clear removes any text from the fields.

RoboForm Start Page opens the RoboForm Start Page in a new window in your browser. You can customize your RoboForm Data on the Start Page for easy access.

Sync shows manual synchronization actions for RoboForm Data. Your RoboForm Data already automatically syncs when you either login with your master password or you edit an item.

Sync RoboForm manually syncs your device and your RoboForm account.

Show Changes (Analyze) analyzes the RoboForm data without syncing.

Restore Deleted Data can restore the last 30 days of deleted data.

Clean up Recycled Files (from server only) removes cached files from the RoboForm server.

Delete State Files removes State Files from the RoboForm server.

Automatic Sync does an automatic sync of your RoboForm data.

Settings opens the options for sync in a new window, click the arrows next to Proxy Setting to open the advanced settings.

Manage RoboForm Account opens a window for Roboform Online.

Turn Off Sync stops automatic Syncing.

Options opens the settings for RoboForm in a new window.

Help Menu provides helpful resources about RoboForm.

Manual on Toolbar opens the RoboForm manual for the Extension in a new web page.

Entire Manual opens the RoboForm manual in a new web page.

FAQs opens frequently asked questions for RoboForm in a new web page.

Home Page opens the RoboForm website in a new web page.

Buy RoboForm opens a Purchase RoboForm Everywhere web page.

Check for Update checks what software version you have and whether it’s time to update RoboForm.

Contact Support To contact support, you must submit a ticket to RoboForm’s support system. Find out how to submit a ticket in Chapter 9: Taskbar Icon .

Problem Steps Recorder: This tool will help explain your problem to support in a step by step video format. Find out how to use Problem Steps Recorder in Chapter 9: Taskbar Icon .

About shows the RoboForm License Agreement, the Version of RoboForm that you are using and whether your version of RoboForm needs to be updated.

The following options are available in the Extension under the name “RoboForm”:

Search Bar allows you to locate any of your RoboForm Data quickly and search for queries in search engines.

Logins allow you to view, create, print, and use your Logins within the browser.

Bookmarks allow you to view, create, and go to your Bookmarks within the browser.

Safenotes allow you to view, create, and print your Safenotes within the browser.

The next section labeled “ Fill From: ” suggests what Logins and Identities could fill the forms of the Web Page you are on.

The first tab shows the Matching Login , or the Login that is a good match for the Web Page.

The Three Dots show more Login options. Read more in Chapter 4: Logins .

The next tab(s) shows your the Identity button with your Identity . Creating more identities in RoboForm Editor will make more Identity buttons appear below your Identity.

The Three Dots show more Identity options. Read more in Chapter 7: Identities .

Save creates a Login or a Bookmark of the Web Page you are on.

Generate creates a randomly-generated and complex password for you to use and improve your Login security. Read more in Password Generator .

Sync does a manual sync between your RoboForm Data and your device.

Security Center opens in a new window and evaluates the strength of your passwords. See more about Security Center in Chapter 15: Security Center .

Logoff signs you out of RoboForm. This can be used to secure your RoboForm Data while somebody else is using your computer.

Standalone Extension for Google Chrome

RoboForm for Chrome Standalone appears as a Standalone Extension in the top right corner next to the Address Bar. A Standalone Extension means that RoboForm and its functions are only accessible within the browser - RoboForm does not need to be installed onto your computer. Chrome OS and Linux users can only run RoboForm using this standalone extension.

Here are all of the functions that are in the RoboForm Standalone Extension for Chrome.

Opening the RoboForm Extension in the top right corner lists many functions.

Here are those functions in detail:

RoboForm Home Button opens RoboForm Online in a new window. Read more in Chapter 16: RoboForm Online .

The Three Dots in the top right corner have more options.

They open up the following options:

Identities allow you to view, create, print, and use your Identities within the browser. Clicking the Three Dots in the upper right corner of Identities will show the following options:

New Folder creates a New Folder for your RoboForm Data.

New Identity creates a new Identity within the browser.

Recent shows your recently used Logins.

Options opens the settings for RoboForm which are explained at the bottom of this section .

Help opens the help menu which is described further below within this section .

Right clicking (or tapping the touchpad with two fingers on a Chromebook) an Identity will show the following options:

Edit opens the in-browser editor. The tabs along the top represent each Identity Element . Read more in Chapter 7: Identities .

Fill Forms completes the forms on the website.

Fill and Submit automatically fills the form and submits the form on the website.

Rename changes the name of the Identity.

Delete removes the Identity.

Contacts allow you to view and create Contacts.

Clicking the Three Dots in the upper right corner of Contacts shows the same options that are in the Three Dots of Identity, explained above.

Right Clicking a Contact shows the same options that are shown when you right click an Identity, explained above.

Recent shows your recently used Logins.

Options opens the settings for RoboForm which are explained at the bottom of this section .

Help provides access to helpful resources about RoboForm.

RoboForm Account opens RoboForm Online. Read more in Chapter 16: RoboForm Online .

FAQs opens frequently asked questions for RoboForm in a new web page.

Contact Support To contact support, you must submit a ticket to RoboForm’s support system . Find out how to submit a ticket in Chapter 9: Taskbar Icon .

RoboForm Home will open the RoboForm’s website.

About shows which version your RoboForm is.

Search Bar allows you to locate any of your RoboForm Data quickly and search for queries in search engines.

Logins allow you to view, create, print, and use your Logins within the browser. Right clicking (or tapping the touchpad with two fingers on a Chromebook) a Login will show the following options:

Edit opens the in-browser editor.

Login in Same Window logs you in the same browser window that you are using.

Login in New Window logs you into a new browser window.

Go & Fill opens the website and fills the forms with the Login.

Go To opens the selected website.

Rename changes the name of the Login.

Delete removes the Login.

Bookmarks allow you to view, create, and go to your Bookmarks within the browser. Right clicking (or tapping the touchpad with two fingers on a Chromebook) a bookmark will show you the following options:

Edit opens the in-browser editor.

Go to opens the web page in the browser window being used.

Rename changes the name of the Bookmark.

Delete removes the Bookmark.

Safenotes allow you to view, create, and print your Safenotes within the browser. Right clicking (or tapping the touchpad with two fingers on a Chromebook) a Safenote will show the following options:

Edit opens the in-browser editor.

Rename changes the name of the Safenote.

Delete removes the Safenote.

The next part of the extension suggests what Logins and Identities could fill the forms of the Web Page you are on.

The first tab shows the Matching Login , or the Login that is a good match for the Web Page .

The Three Dots show more Matching Login options. Read more in Chapter 4: Logins .

The next tab(s) shows the Identity button with your Identity . Creating more identities in RoboForm Editor will make more Identity buttons appear below your Identity.

The Three Dots show more Identity options. Read more in Chapter 7: Identities .

Here is the last section of the Extension:

Save creates a Login or a Bookmark of the Web Page you are on.

Generate creates a randomly-generated and complex password for you to use and improve your Login security. Read more in Chapter 12: Password Generator .

Logoff signs you out of RoboForm. This can be used to secure your RoboForm Data while somebody else is using your computer.

Options

The Options for the Chrome Standalone Extension are separated into different tabs and are listed below:

Account shows the email associated with your account.

Change Account Password allows you to change your Account Password. Note that this is your Master Password , it is important to remember this password. Simply click the Change Account Password button, fill in your Old Password and fill in your New Password into the bottom two fields. Click Change .

Security

Cache Master Password between browser sessions allows your RoboForm to stay logged in even after closing your browser window.

Automatically Logoff after idle (minutes 0-99999) sets a time period for RoboForm to automatically log off while the computer is idle. The time period will only go into effect the next time you log into RoboForm.

AutoSave

Offer to Save Logins from web (HTML) forms will open the AutoSave dialog when you are saving a Login web form, also known as HTML form.

ALT+click of Login button forces AutoSave is a simple option. Type in your login details and select ALT + click the login button for the AutoSave Dialog to appear.

SHIFT+ENTER in text field forces AutoSave is also simple. Click Shift and then Enter , AutoSave will then open for any text field.

Fill Forms

Highlight filled fields will highlight the fields that have already been filled.

‘Fill & Submit’ is the default action for Matching Logins means that when you click the Matching Logins button, it will automatically fill in the Login forms and submit them. Uncheck this if you would like RoboForm to Fill Forms but not submit them.

Search

You can select which search options and sites will be shown in the Search Bar. The options are to search RoboForm Names (which are items or folders of RoboForm data), Bing, Google, Yahoo, eBay, and Amazon .

Toolbar for Internet Explorer (IE)

RoboForm on Internet Explorer appears as a horizontal Upper Toolbar that is located below the Address Bar.

A Lower Toolbar will appear at the bottom of Popup windows in IE and has the same functionality as the Upper IE Toolbar.

Here are all the functions available in the RoboForm Toolbar for Internet Explorer:

The RoboForm Button has a drop down menu that lists many functions that reappear in the rest of the Toolbar.

Here are all the functions of the RoboForm Button:

Logins allow you to view, create, print, and use your Logins.

Bookmarks allow you to view, create, and go to your Bookmarks.

Identities allow you to view, create, print, and use your Identities.

Contacts allow you to view and create Contacts.

Safenotes allow you to view, create, and print your Safenotes.

Editor opens the RoboForm Editor. Read more in Chapter 8: Roboform Editor .

Fill Forms completes the forms on the page with the Matching Login or Identity. Read more in Chapter 4: Logins .

Save Forms creates a Login or a Bookmark for the Web Page you are on.

Sync shows manual synchronization actions for RoboForm Data. Your RoboForm Data already automatically syncs when you either login with your master password or you edit an item.

Sync RoboForm manually syncs your device and your RoboForm account.

Show Changes (Analyze) analyzes the RoboForm data without syncing.

Restore Deleted Data can restore the last 30 days of deleted data.

Clean up Recycled Files (from server only) removes cached files from the RoboForm server.

Delete State Files removes State Files from the RoboForm server.

Automatic Sync does an automatic sync of your RoboForm data.

Settings opens the options for sync in a new window, click the arrows next to Proxy Setting to open the advanced settings.

Manage RoboForm Account opens a window for Roboform Online. Read more in Chapter 16: RoboForm Online .

Turn Off Sync stops automatic Syncing.

Tools are miscellaneous options for RoboForm.

Search Files opens a dialog window to search any item of RoboForm Data.

Generate Passwords creates a randomly-generated and complex password for you to use and improve your Login security. Read more in Chapter 12: Password Generator .

Import allows you to import any data from browsers or other password managers to RoboForm.For browsers, click the Import button next to the browser name. For other password managers, click Import from File and follow the directions on the page.

Import into folder : allows you to select a folder to import your data into.

Search Box directs you to the IE toolbar search box. Search for RoboForm Data or for a query in a search engine. Read more in Chapter 11: Search Box .

RoboForm Start Page opens the RoboForm Start Page in a new window in your browser. You can view and access your RoboForm Data on the Start Page.

Customize Toolbar gives you options of how to organize your IE Toolbar.

Customize Toolbar shows you all the current toolbar buttons and what buttons can be added to the Toolbar.

Toolbar Options opens all the toolbar settings in RoboForm Options. Read more in Chapter 18: Options .

The last three options show some visibility options for Labels and Icons in the RoboForm Toolbar.

Emergency Access opens Emergency Access in a new window. This feature allows approved RoboForm users to gain access to your RoboForm data in case of an emergency. Read more in Chapter 14: Emergency Access .

Security Center opens Security Center in a new window. This tool evaluates the strength of your passwords. Read more in Chapter 15: Security Center .

Options opens the settings for RoboForm in a new window. Read more in Chapter 18: Options .

Help Menu provides helpful resources about RoboForm.

Manual on Toolbar opens the RoboForm manual for the Toolbar in a new web page.

Entire Manual opens the RoboForm manual in a new web page.

FAQs opens frequently asked questions for RoboForm in a new web page.

Home Page opens the RoboForm website in a new web page.

Buy RoboForm opens a Purchase RoboForm Everywhere web page .

Check for Update checks what software version you have and whether it’s time to update RoboForm.

Contact Support To contact support, you must submit a ticket to RoboForm’s support system. Find out how to submit a ticket in Chapter 9: Taskbar Icon .

Problem Steps Recorder : This tool will help explain your problem to support in a step by step video format. Find out how to use Problem Steps Recorder in Chapter 9: Taskbar Icon .

About shows the RoboForm License Agreement, the Version of RoboForm that you are using and whether your version of RoboForm needs to be updated.

Logoff signs you out of RoboForm. This can be used to secure your RoboForm Data while somebody else is using your computer.

Hide Toolbar removes the RoboForm toolbar from view.

To the right of the RoboForm Button, there are these other functions:

Search Bar allows you to locate any of your RoboForm Data quickly and search for queries in search engines.

Logins allow you to view, create, print, and use your Logins within the browser.

Bookmarks allow you to view, create, and go to your Bookmarks within the browser.

Safenotes allow you to view, create, and print your Safenotes within the browser.

The next button looks like another Login Button, but this is the Matching Logins button . This shows the Login that is a good match for the Web Page you are on. Read more in Chapter 4: Logins .

The next tab(s) shows the Identity button with your Identity. Creating more identities in RoboForm Editor will make more Identity buttons appear next to your Identity. Read more in Chapter 7: Identities .

Save creates a Login or a Bookmark of the Web Page you are on.

Generate creates a randomly-generated and complex password for you to use and improve your Login security. Read more in Chapter 12: Password Generator .

Sync does a manual sync between your RoboForm Data and your device.

Home opens the RoboForm Start Page in a new tab. Read more in Chapter 17: RoboForm Start Page .

Web Page Context Menu

Use the Web Page Context Menu when you need to open RoboForm from a web page that has no RoboForm Toolbar. This menu appears on web page when you right-click it.

You are able to Customize Menu , Fill Forms on the web page, Save Forms as a new Login, and Show RoboForm Toolbar if it is not visible.

You can customize this menu in Options > Context Menu. Read more in Chapter 18: Options .

Standalone Extension for Microsoft Edge

RoboForm on Microsoft Edge appears as a Standalone Extension in the top right corner next to the Address Bar. A standalone extension means that RoboForm and its functions are only accessible within the browser - RoboForm does not need to be installed on your computer.

You might have to attach the Extension to Edge by selecting the Three Dots in the top right corner of the browser, right-clicking the RoboForm Extension , and selecting Show Next to Address Bar .

Opening the RoboForm Extension in the top right corner lists many functions.

Here are all the functions available in the RoboForm Standalone Extension for Microsoft Edge:

RoboForm Home Button opens RoboForm Online in a new window. Read more in Chapter 16: RoboForm Online .

The Three Dots in the top right corner open up more options:

Identities allow you to view, create, print, and use your Identities within the browser. Clicking the Three Dots in the upper right corner of Identities shows the following options:

New Folder creates a New Folder for your RoboForm Data.

New Identity creates a new Identity within the browser.

Recent shows your recently used Logins.

Options opens the settings for RoboForm which are explained at the bottom of this section .

Help opens the help menu which is described further below within this section.

Right clicking an Identity will show the following options:

Edit opens the in-browser editor. The tabs along the top represent each Identity Element . Read more in Chapter 7: Identities .

Fill Forms completes the forms on the website.

Fill and Submit automatically fills the form and submits the form on the website.

Rename changes the name of the Identity.

Delete removes the Identity.

Contacts allow you to view and create Contacts.

The Three Dots in the upper right corner of Identities will have the same options that that the Three Dots in Identity.

Right clicking a Contact will show the same right-click options for an Identity .

Recent shows your recently used Logins.

Options opens the settings for RoboForm which are explained at the bottom of this section .

Help provides access to helpful resources about RoboForm.

RoboForm Account opens RoboForm Online. Read more in Chapter 16: RoboForm Online .

FAQs opens frequently asked questions for RoboForm in a new web page.

Contact Support To contact support, you must submit a ticket to RoboForm’s support system . Find out how to submit a ticket in Chapter 9: Taskbar Icon .

About shows which version your RoboForm is.

Here are some more functions in the RoboForm Extension:

Search Bar allows you to locate any of your RoboForm Data quickly and search for queries in search engines.

Logins allow you to view, create, print, and use your Logins within the browser. Right clicking a Login will show the following options:

Login in Same Window logs you in the same browser window that you are using.

Login in New Window logs you into a new browser window.

Go & Fill opens the website and fills the forms with the Login.

Go To only opens the selected website.

Edit opens the in-browser editor.

Rename changes the name of the Login.

Delete removes the Login.

Bookmarks allow you to view, create, and go to your Bookmarks within the browser. Right clicking a bookmark will show you the following options:

Goto in Same Window opens the web page in the same Browser window being used.

Goto in New Window opens the web page in a new Browser window.

Edit opens the in-browser editor.

Rename changes the name of the Bookmark.

Delete removes the Bookmark.

Safenotes allow you to view, create, and print your Safenotes within the browser. Right clicking a Safenote will show the following option.

Edit opens the in-browser editor.

Rename changes the name of the Safenote.

Delete removes the Safenote.

The next part of the extension suggests what Logins and Identities could fill the forms of the Web Page you are on.

The first tab shows the Matching Login , or the Login that is a good match for the Web Page.

The Three Dots show more Matching Login options. Read more in Chapter 4: Logins .

The next tab(s) shows the Identity button with your Identity . Creating more identities in RoboForm Editor will make more Identity buttons appear below your Identity.

The Three Dots show more Identity options. Read more in Chapter 7: Identities .

The last section has the following functions:

Save creates a Login or a Bookmark of the Web Page you are on.

Generate creates a randomly-generated and complex password for you to use and improve your Login security. Read more in Chapter 12: Password Generator .

Logoff signs you out of RoboForm. This can be used to secure your RoboForm Data while somebody else is using your computer.

Options

You can access the Options for the Microsoft Edge Standalone Extension by clicking the three dots in the RoboForm Extension , and selecting Options .

Chapter 4: Logins

Use Logins to store data that is specific to a web site; data such as Usernames, Passwords, Survey fields, Win32 applications logins (E.g. Skype), etc. Essentially, you can save any form data to Logins and use it to automatically fill any form later.

Saving Logins

AutoSave Dialog

When you manually enter login data to a login page and click the Login (Submit) button, RoboForm will offer to save this login info by displaying the AutoSave dialog .

How to AutoSave a Login

AutoSave Dialog will pop up near your RoboForm Add-On

Name your Login.

Click Save .

Clicking Never for this site will disable RoboForm AutoSave from popping up on the website you are on.

The AutoSave dialog pops up only if the Login data you entered is New, Different, or Updated . It will not prompt you if the exact same data (E.g. Username & Password) are already saved to RoboForm.

If you have multiple accounts for the same website , RoboForm will suggest to label your new login with a number.

If you try to save a Login that has the same name as an existing Login , you will be shown a warning that says saving the Login will overwrite the data of your existing Login.

Password Change Detection

This also works with changing your Password on an existing account; RoboForm will offer to save your new password and overwrite your old password in Logins . RoboForm Editor notes the date the password was changed (e.g. 5/26/2017: password changed from 'xxx' to 'yyy')

Updated Website

You might have to do a Resave or Manual Save of a Login if the website’s login page has been changed or updated. Simply manually login, and in the AutoSave dialog simply overwrite and save the original Login.

Forcing AutoSave

This is a tool to “Force” an AutoSave for non-standard forms such as:

Pages that have no password fields .

Non-login forms, which we typically classify as Identities .

How to Enable Force AutoSave:

Holding ALT key and clicking the Login/Submit button on web page.

Note: On Google Chrome, this action will also download the link Submit button.

Holding SHIFT key and pressing the ENTER key in the password field or in any field where ENTER causes form submission.

Manual Save to Login

This is how to save a Login manually:

Click the Save button in your RoboForm Add-On. The Save Form dialog will open.

Enter the Login name and click Save .

All form data on the web page will be saved to this Login.

You can also invoke the "Save Forms" in Internet Explorer by right-clicking the web page and selecting Save Forms .

Note : RoboForm selects the best “Submit” button - which may be different from the button you want to be selected (eg: Save Info Button). Use Forced AutoSave (Alt + Click) to tell RoboForm which button to click.

Captcha Fields

Some sites require you to fill in a Captcha field on login or signup . Captcha fields cannot be AutoSaved since they change on every login; users are manually required to enter this information according to website directions - don’t save the Captcha to RoboForm .

You can however, mark a Captcha field in the RoboForm Editor so it ignores the field when you log in.

How to Mark a Captcha field

AutoSave your login normally, including the Captcha field.

Open this newly saved Logins in the RoboForm Editor .

With your mouse, select or highlight the field that saved the Captcha field.

Click More in the top right corner, then Fields > Ignore Fields .

Editor will put "$AnyValueHere$" into the field, such fields will be ignored by AutoFill, Login and AutoSave.

Editor will also add a Login Tip to add a useful tip if needed. If you would like to remove this, select More > Fields > Remove Login Tip .

If you make any mistakes when marking a Captcha fields, select More > Drop Changes . The Login will revert the changes.

Using Logins

One-Click Login

RoboForm does the entire Login sequence for you, just by going to Logins in your RoboForm Add-On, RoboForm Taskbar Icon, or RoboForm Editor and selecting or double-clicking the desired Login .

Another method is to use RoboForm Search box in your Add-On, Taskbar, and Editor. Just type your desired Login and select the Login.

Logins Menu

This menu in the RoboForm Add-Ons and RoboForm Taskbar Icon allows you to view all of your Logins .

Along with your Logins, it has the following functions:

New creates a New Login in RoboForm.

Edit opens up RoboForm Editor which is detailed in Chapter 8: Roboform Editor .

Print List (in Add-Ons) creates a printable list of Logins. A dialog appears that previews the printed list of Logins. You may click the Print button to print what you see or click Save to save it to an HTML file.

All of your Logins are organized alphabetically , but there are two additional ordered lists in the Logins Menu:

Recently Used Logins The most recently used Logins are in a reverse chronological order. The option (Clear List) clears up the Recently Used Logins list.

Most Popular Logins These are the Logins that are used the most often. The most popular Login is shown first. The option (Clear List) clears up the Most Popular Logins list.

You may manually add a Login or Bookmark to the Most Popular list by right-clicking the Login > Add To > Most Popular/Start Page.

Removing a manually added Login or Bookmark can be done by right-clicking the Login > Remove from Most Popular/Start Page .

Matching Logins

When you visit a website with one of your saved Logins, the RoboForm Add-On will show the Login that best matches your website . This button is called the Matching Logins button.

Click the Matching Login to log in to the website . The default Fill and Submit feature will automatically fill the form and submit the form.

There are more form filling options in the dialog of the Matching Dialog button. Simply click the three dots on the right-side of the Matching Login Button. In Internet Explorer, hover over the mouse to show these options.

These are the options:

Fill Empty Fields Only by selecting the checkbox. Only the empty fields on the page will be filled. If this option is unchecked, RoboForm fills both empty and non-empty fields.

Show All Logins will open up the main Logins Menu.

Edit opens RoboForm Editor, which is detailed in Chapter 8: Roboform Editor .

Fill Forms will fill out the website’s form with your Login, but will not Submit the Login.

There are even more options within the Matching Login button .

Clicking the other set of three dots that are next to the name of the Login will show the following options:

Edit ‘Login Name’ opens RoboForm Editor, which is detailed in Chapter 8: Roboform Editor .

Set as Default is to set one of your Multiple Logins as the Default Login, if you would like to give preference to one Login.

Sharing opens the RoboForm Sharing window to securely share RoboForm Logins.

Sending opens the RoboForm Sending window to securely send RoboForm Logins. See more about Sharing and Sending in Chapter 13: Sharing and Sending .

Set Reminder creates a timed notification to update your password for that Login.

Add to creates a quick shortcut for this Login on:

Desktop (shortcut).

IE Favorites Bar (shortcut), in Internet Explorer.

Bookmarks toolbar, in Firefox and Chrome.

Most Popular/Start Page, in your Browser’s RoboForm Add-On.

Show opens the details of the Login in a pop-up window.

Rename changes the name of the Login.

Move allows you to place the Login into a different Folder.

Clone duplicates the Login in Logins.

Delete removes the Login.

Login in Same Window logs you in the same browser window that you are using.

Login in New Window logs you into a new browser window.

Go & Fill opens the website and fills the forms with the Login.

Go To only opens the selected website.

Multiple Logins

If you have more than one Login that matches a web site , by default, RoboForm will suggest to label additional logins with “ - N ”; N represents the number of additional Logins for that site. However, a different name can always be selected during saving or by renaming.

When there are multiple Matching Logins, a ‘(+ N)’ will be to the right of RoboForm’s top-ranked one to notate how many additional Matching Logins there are for that website. See below for more info on Login Order for how this ranking is computed.

Simply, click the three dots on the Matching Login Button to open the list of Logins that match the website. In Internet Explorer, hover over the Matching Login Button to do this.

In order to log in to the account you want to use , simply select that Login out of the list and select one of the Login actions that are detailed in the section above.

A search bar will appear in the Matching Logins Button if you have 9 or more Logins to the same Website.

Login Order

If you have more than one Matching Login for a web site, RoboForm arranges Matching Logins by how well the Login URL matches the Web Page URL:

Logins that match the web page URL partially will appear next.

Logins that only match the domain will appear last .

Domains will match with the suffixes of the URL; www.roboform.com matches online.roboform.com, but will not match www.roboform.net.

Multi-Step Logins

Some sites have multiple steps or web pages to Login (E.g. Bank of America SiteKey). Currently RoboForm cannot run the entire sequence in one click, but it can do it in two clicks.

How to Save a Multi-Step Login

Save a Login for each step of the Login process. For example, if the first page only asks for a UserID, you may have to Force AutoSave a Login if the AutoSave dialog doesn’t come up by itself.

You can Force AutoSave by clicking ALT while Clicking/Submitting the page to the next step.

Continue this process of Force AutoSaving separate Logins for each step of the Login process.

If needed, remember to rename your steps so they are clear. For example, “Bank of America Username”, “Bank of America Password” .

How to log in using Multi-Step Logins

Select the Login that corresponds to the first step in the site’s login sequence (E.g. Bank of America Username ).

Select the Login that corresponds to the next step in the site’s login sequence (E.g. Bank of America Password , etc) until you are logged in.

Individual Login Options

There are many other options for working with individual Logins . These can be found by right-clicking any Login in the Login Menu of the RoboForm Add-Ons and the RoboForm Taskbar Icon. Here are the options:

Login in Same Window logs you in in the same browser window that you are using.

Login in New Window logs you in into a new browser window.

Go & Fill opens the website and fills the forms.

Go To only opens the selected website.

Fill Forms completes the forms on the selected website.

Show opens the details of the Login in a pop-up window.

Edit opens the selected Login in the RoboForm Editor. Read more in Chapter 8: Roboform Editor .

Sharing opens the RoboForm Sharing window to securely share RoboForm Logins.

Send opens the RoboForm Sending window to securely send RoboForm Logins. Read more about Sharing and Sending in Chapter 13: Sharing and Sending .

Set Reminder creates a timed notification for you to update the password for that Login.

Add To creates a quick shortcut for this Login on:

Desktop (shortcut).

IE Favorites Bar (shortcut), in Internet Explorer.

Bookmarks toolbar, in Firefox and Chrome.

Most Popular/Start Page, in your Browser’s RoboForm Add-On.

Rename changes the name of the Login.

Move allows you to place the Login into a different Folder.

Clone duplicates the Login in Logins.

Delete removes the Login.

There are additional Login Options in the RoboForm Editor which are detailed in Chapter 8: Roboform Editor .

Windows Application Logins

For Windows Applications such as Skype and iTunes, RoboForm can save your Login.

There are a few ways to save an Application Login :

Simply Login to your application and the AutoSave Dialog will appear as a lower toolbar offering to save the password.

If the lower toolbar does not appear , open the RoboForm Taskbar Icon > Browsers , and select your application. A lower toolbar will attach to the bottom of the selected application’s window.

Force AutoSave the Login by Alt + Clicking the Login/Submit button when you are logging into the application.

You can find your Application Logins in RoboForm Editor > Applications . Read more about Applications in Chapter 8: Roboform Editor . Options for Applications are under Options > Browsers & Apps , read more about those in Chapter 18: Options .

Basic Authentication

Basic Authentication is an older authentication mechanism that is rarely used.

AutoFill and AutoSave

Basic Authentication dialogs cannot be filled or saved from RoboForm Add-Ons. AutoFill and AutoSave work for Basic Authentication dialogs with the following options:

AutoSave for Basic Authentication : Options > AutoSave > Offer to save Logins from Windows dialogs in Browsers (Basic Auth).

AutoFill for Basic Authentication : Options > AutoFill > Offer to AutoFill Windows dialogs.

Manual Fill Forms

To fill a Basic Authentication dialog from a Login, select Fill Forms from the RoboForm Add-On .

Manual Save Forms

To save a Login from a Basic Authentication dialog, select Save Forms from the RoboForm Taskbar Icon menu.

Note : Basic Authentication dialogs cannot be filled from Identities , they can only be filled from Logins .

Chapter 5: Bookmarks

Use Bookmarks to store web addresses (URLs) in order to be a click away from your favorite pages and articles.

Saving Bookmarks

How to Save Bookmarks

Go to the web page that you would like to save.

Select one of the following ways to access the Bookmarks Save Dialog

In the RoboForm Add-On, click the Save Button next to the image of the diskette. Make sure to mark that you are saving a Bookmark and not a Login.

In the RoboForm Add-On, select Bookmarks > New .

In the RoboForm Taskbar Icon, select Bookmarks > New .

Name your Bookmark.

Select which Folder you would like your Bookmark to be in.

Click Save.

You can find your Saved Bookmarks in your RoboForm Add-On, the RoboForm Taskbar Icon, or the RoboForm Editor under Bookmarks .

Using Bookmarks

How to Use Bookmarks

RoboForm Add-On Click the Bookmarks button in your RoboForm add-on and select your desired Bookmark. RoboForm will open that address within the same tab.

RoboForm Taskbar Icon Click the Bookmarks button in RoboForm Taskbar menu and select your desired Bookmark. RoboForm will open that address in a new window.

RoboForm Editor Open Bookmarks in the Editor, select your desired Bookmark, and click the Go To button in Editor’s details toolbar. RoboForm will open that address in a new window.

There are additional ways to open Bookmarks that are covered in Bookmark Options below.

Bookmarks Menu

This menu in the RoboForm Add-Ons and RoboForm Taskbar Icon allows you to view all of your Bookmarks . Along with your Bookmarks, it has the following functions:

New creates a New Bookmark in RoboForm.

Edit opens up the Bookmark in RoboForm Editor which is detailed in Chapter 8: Roboform Editor .

All of your Bookmarks are organized alphabetically , but there are two additional ordered lists in the Bookmarks Menu:

Recently Used Bookmarks The most recently used Bookmarks are in a reverse chronological order. The option (Clear List) clears up the Recently Used Bookmarks list.

Most Popular Bookmarks These are the Bookmarks that are used the most often . The most popular Bookmark is shown first. The option (Clear List) clears up the Most Popular Bookmarks list.

You may manually add a Login or Bookmark to the Most Popular list by right-clicking the Bookmark > Add To > Most Popular/Start Page.

Removing a manually added Login or Bookmark can be done by right-clicking the Bookmark > Remove from Most Popular/Start Page .

Individual Bookmark Options

Right Clicking an individual Bookmark in a Bookmarks Menu will give you the following options:

Goto in Same Window opens the web page in the same Browser window being used.

Goto in New Window opens the web page in a new Browser window.

Edit opens up RoboForm Editor which is detailed in Chapter 8: Roboform Editor .

Sharing opens the RoboForm Sharing feature that allows you to securely share your Bookmark to other RoboForm users.

Sending opens the RoboForm Sending feature that allows you to securely send your Bookmark to other RoboForm users. Read more in Chapter 13: Sharing and Sending .

Add to allows you to add a shortcut to your Bookmark on

Desktop (shortcut).

IE Favorites Bar (shortcut), in Internet Explorer.

Most Popular/Start Page, in your Browser’s RoboForm Add-On.

Rename changes the name of the Bookmark.

Move allows you to move the location of a Bookmark to another Folder in RoboForm.

Clone duplicates the Bookmark in the Bookmark Menu.

Delete erases the Bookmark.

There are additional Bookmark Options in the RoboForm Editor which are detailed in Chapter 8: Roboform Editor .

Chapter 6: Safenotes

Use Safenotes to store any secret text data or anything that RoboForm could not save into Logins. Some example Safenotes could include:

Safe lock combinations.

WiFi router Passwords.

Software activation codes.

Secret family recipes.

How to Create a New Safenote

First, pick which RoboForm Tool you will use and follow its next step.

In a RoboForm Add-On , select (Safenotes > New) .

In the RoboForm Taskbar Icon , select (Safenotes > New) .

In the RoboForm Editor , select the ‘ + ’ next to Safenotes .

The Create New Safenote dialog will pop up.

Name your Safenote.

Select its Folder location in the Create In option.

Click Ok when you are done.

You can add Text to your Safenote in RoboForm Editor . Simply select the Safenote in Editor, and enter your text in the large space underneath the Safenotes name. Safenotes in Editor are detailed in Chapter 8: Roboform Editor .

How to View Safenotes

RoboForm Add-On Select the Safenote in the Safenote menu. It will open in RoboForm Editor.

RoboForm Taskbar Icon Select the Safenote in the Safenote menu. It will open in RoboForm Editor.

RoboForm Editor Select the Safenote in the Safenote menu. It will appear in the Details Pane (right side) of RoboForm Editor.

Safenote Menu

This menu in the RoboForm Add-Ons and RoboForm Taskbar Icon allows you to view all of your Safenotes. Along with your Safenotes, it has the following functions:

New creates a New Safenote in RoboForm.

Edit opens up RoboForm Editor which is detailed in Chapter 8: Roboform Editor .

Print List (in Add-Ons) creates a printable list of Safenotes . A dialog appears that previews the printed list of Safenotes. You may click the Print button to print what you see or click Save to save it to an HTML file.

All of your Safenotes are organized alphabetically , but there is an additional ordered list in the Safenotes Menu:

Recently Used Safenotes The most recently used Safenotes are in a reverse chronological order. The option (Clear List) clears up the Recently Used Safenotes list.

Individual Safenote Options

Right Clicking the Safenote in a Safenotes Menu will provide you with the following options

Copy Text copies the Safenote text to your clipboard.

Show opens the Safenote in a pop-up window.

Edit opens the Safenote in RoboForm Editor.

Sharing opens the RoboForm Sharing feature that allows you to securely share your Safenote to other RoboForm users.

Sending opens the RoboForm Sending feature that allows you to securely send your Safenote to other RoboForm users. Read More in Chapter 13: Sharing and Sending .

Add To allows you to add a shortcut to your Safenote on

Desktop (shortcut).

IE Favorites Bar (shortcut), in Internet Explorer.

Most Popular/Start Page, in your Browser’s RoboForm Add-On.

Rename changes the name of the Safenote.

Move allows you to move the location of a Safenote to another Folder in RoboForm.

Clone duplicates the Safenote in the Safenote Menu.

Delete erases the Safenote.

There are additional Safenote Options in the RoboForm Editor which are detailed in Chapter 8: Roboform Editor .

Chapter 7: Identities

RoboForm can automatically fill long non-password forms (E.g. Online Shopping Checkouts, Sign Up Forms) with information from your Identity , which is like a personal profile.

Your main tool for managing Identities will be the RoboForm Editor which you can read more about in Chapter 8: Roboform Editor .

In Editor, clicking on your Identity name in Navigation Pane (2nd from the left) opens an Identity Summary , or an overview of all your Identity’s information.

Clicking the + next to your Identity in the Navigation Pane opens a menu of Identity Elements (E.g. Person), or categories that make up an Identity.

Each Identity Element (E.g. Person) is made up of individual Identity Fields (E.g. Phone), or distinct personal details. Clicking an Identity Element will open the Identity Fields in the Details Pane to the right.

Here we will explain each Identity Element :

Person has Identity Fields associated with an individual such as name, date of birth, SSN, phone number, etc.

Business is the business entity that the Identity is associated with.

Passport is your Identity’s passport.

Address is your Identity’s physical location.

Credit Card is your Identity’s credit card(s).

Bank Account is your Identity’s bank account(s).

Car is to store information about your Identity’s car(s).

Authentication stores your favorite usernames, passwords, and security questions for creating new accounts. Note : We strongly discourage reusing password for multiple accounts.

Custom is for any other fields that are not covered in RoboForm. How to Use the Custom Identity Element

Fill the Field Name with the question of the field (E.g. Username).

Fill the Field Value with your response to the question of the field (E.g. JohnSmith).

Other Matching Strings is for an additional Field Name that RoboForm should also detect (E.g. Field Name: Username... Other Matching Strings : User ID). When RoboForm detects an Other Matching String term, it will fill it with the Field Value .

Click the Diskette at the top of Editor to Save your Custom Form.

Here are more important notes about using Custom fields:

RoboForm will remove all punctuation (, . - ! ?) in your custom fields when it fills forms.

For a Field Value with a checkmark (E.g. Are you over 18?...✓), fill in the Field Name with the question (Are you over 18?), and the Field Value with an asterisk , or *.

Radio Buttons allow you to only select one option out of a list (E.g. Married, Single, etc.). To create a custom field for radio buttons, simply fill your Field Value with the question (E.g. Marital status) and the field name with your answer (E.g. Single).

Note : You don’t have to enter any dashes or spaces for Identity Fields with numbers (E.g. phone numbers, driver license number).

How to Create an Identity

On RoboForm Editor , click the “ + ” next to the Identities tab in the Left Panel .

The Create New Identity dialog will pop up.

Name the Identity, and select their Country . The Create In button allows you to select a Folder for your identity.

Click Ok .

Note : RoboForm asks for Country in order to localize accordingly.

How to Add and Edit Personal Details in Identity

Open your Identity in RoboForm Editor .

You can open this in a RoboForm Add-On by selecting Edit for an Identity.

You can open this in RoboForm Taskbar Icon by mousing-over Identities and selecting Edit .

Go through the Identity Elements (E.g. Person, Business, etc.) and complete or edit the personal details in the Identity Fields (E.g. Date of Birth).

Once you are done, click the Diskette (the Save Button) . Your information is saved despite the Edit Page still being open.

Multiple Identity Elements

If you have more than one credit card, bank account, etc, you can create multiple Identity Elements .

How to Add another Element

Select the Element in the Navigation Pane in RoboForm Editor and do one of the following actions:

Right click the Element and select New .

In the Editor Toolbar, select New [Element] and select New .

This will open a dialog to Name your new Element.

Click Ok.

Afterwards, you can fill the Identity Fields of the new Element in Editor.

Your original Element will now be labeled “ [Main] ” in the Navigation. Right click the original Element and select Rename to change its name.

How to Fill Forms with Identity

Go to the form you would like to fill, an online shopping checkout or an account sign up page for example.

In your RoboForm Add-On , select your Identity .

Your Forms will be automatically filled.

There are more Form Filling options that can be accessed by clicking the Three Dots or Mousing-Over the Identity:

If you have multiple Elements (E.g. Multiple Credit Cards), you can select which one you would like to use.

Fill Empty Fields Only makes RoboForm only complete the empty fields.

Edit opens the Identity in RoboForm Editor.

Selecting the Arrow on the Edit button opens up more options:

Edit opens the Identity in RoboForm Editor.

Sharing opens the RoboForm Sharing window to securely share RoboForm Identities.

Sending opens the RoboForm Sending window to securely send RoboForm Identities. See more in Chapter 13: Sharing and Sending .

Show opens the details of the Identity in a pop-up window.

Rename changes the name of the Identity.

Move allows you to place the Identity into a different Folder.

Clone duplicates the Identity in Identities.

Delete removes the Identity.

Fill Forms completes the forms on the selected website.

Fill and Submit automatically fills and submits the form .

You can use Selective Form Filling if you would like to fill a select amount of fields on a web page (not all of them). You can do this by selecting (highlight with your mouse) the part of the web page that you want to be filled and click Fill Forms . RoboForm will only fill the fields that you have selected.

To learn how to Fill Forms with RoboForm Editor go to Chapter 8: Roboform Editor .

Chapter 8: RoboForm Editor

The RoboForm Editor is the main tool to organize your RoboForm Data. Editor allows you to view , edit , and create individual RoboForm items and organize them into folders. RoboForm Editor is not available on any Standalone Extensions .

Editor can easily be found by one of these ways:

Selecting Edit on any item of RoboForm Data.

Open RoboForm Taskbar and select Editor .

Searching for RoboForm Editor in your Window Files.

To have quick access , right click RoboForm Editor and add it to your Desktop, Taskbar, or Windows Start menu .

There are three sections in RoboForm Editor:

The Left Panel shows the RoboForm Menu button at the top, different tabs of RoboForm Data (E.g. Logins, Bookmarks, etc.) in the middle, and lastly the Security Center .

The Navigation Pane has multilevel navigation of the selected tab’s folders and items.

The Details Pane on the right shows the contents or the details of the selected item or folder from the Navigation Pane.

We’ll go through the details of the RoboForm button and the other tabs in the Left Panel of Editor below.

RoboForm Menu Button

This button is at the top of the Left Panel and is labeled RoboForm .

Clicking it will open the following functions:

New allows you to create a new Folder, Safenote, Identity, or Login . Note : All of your folders , including empty ones, will appear in all of the menus in Editor for quick access.

View can change the visibility settings of Editor:

Status Bar attaches a status bar to the bottom of Editor. This includes a timestamp for when the item or the folder was last edited.

Always on Top places the RoboForm Editor on top of all other open windows on your computer.

Collapse Left Panel removes the left column from view.