Printable Manual is available here.
填表小子RoboForm Version. The manual applies to 填表小子RoboForm version 6.7.4 and later.
Requirements. 填表小子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 填表小子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 Install 填表小子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 填表小子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 填表小子RoboForm Passcards and Identities are stored and where 填表小子RoboForm should place its program files. You can also request installation of 填表小子RoboForm Adapter for Mozilla, Firefox and Netscape.
Close any Internet Explorer and Windows Explorer windows.
The 填表小子RoboForm installer will offer to close all Internet Explorer and Windows Explorer windows.
Click "Yes" and the installer will do it for you.
Alternatively you can close these windows manually.
If 填表小子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 填表小子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 填表小子RoboForm, you will be offered a test/tutorial page on which you can learn how to automatically save and fill passwords using 填表小子RoboForm.
Install, Uninstall, AutoUpdate FAQ.
More on install, uninstall, version upgrade, AutoUpdate.
填表小子RoboForm works with these file types:
Passcard. 填表小子RoboForm saves online passwords into what we call a Passcard. Once the password is saved, 填表小子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. 填表小子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 your Identity once with all your personal data and then 填表小子RoboForm will enter this data into web page forms for you.
Contact. 填表小子RoboForm can also be used as an Address Book. Each entry in this Address Book is called a Contact. Contact is an Identity with fewer fields that is not used in form filling, instead it is used to lookup other people personal data. Contacts are shown together with Identities, as Contact is just a small Identity.
Safenote. You can store often used secret and non-secret text fragment in what we call a Safenote. Safenote provides safe storage for important passwords that are not automatically stored in Passcards and for other sensitive or often used information such as ATM passwords and lock key combinations.
Folder. All of the above 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.
|
|
| 填表小子RoboForm Upper Toolbar |
1. Upper Toolbar.
Appears above the web page.
To show or hide it, click 填表小子RoboForm button on standard IE toolbar.
You may have to click it several times to make Toolbar appear.
Or select View -> Toolbars -> 填表小子RoboForm in IE.
The toolbar controls only the browser window in which it appears.
填表小子RoboForm toolbar is not visible. Why?
Why is RF toolbar mixed up with Links (Radio) toolbars?
How can I customize the 填表小子RoboForm toolbar?
|
| 填表小子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 "填表小子RoboForm Toolbar", or click 填表小子RoboForm Taskbar Icon and select "Show Toolbar". The Lower Toolbar controls only the browser window under which it appears.
|
| 填表小子RoboForm Taskbar Icon |
3. How to Show / Hide Toolbars.
Click the Green Robot icon on Standard IE Toolbar to show/hide 填表小子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.
You can also right-click web page and select "填表小子RoboForm Toolbar" menu item to show/hide the toolbar. For web pages that cannot be right-clicked, click 填表小子RoboForm taskbar icon and select "Show Toolbar".
4. Taskbar Icon.
Appears in Taskbar (SysTray).
It is used:
* To make 填表小子RoboForm work in non-IE browsers that are based on IE (AOL, MSN, etc).
* To gain easy access to Passcard/Safenote/Identity list and to 填表小子RoboForm functions.
RF Taskbar icon is not visible in the Windows XP Taskbar. What should I do?
|
| Web Page Context Menu |
5. Web Page Context Menu.
Appear on web page when you right-click it.
Use it when you need to call 填表小子RoboForm from a web page that has no RF toolbar.
How do I customize (get rid of) 填表小子RoboForm context menu items?
6. Standard IE Toolbar Buttons.
Appear in your Standard IE toolbar and IE Tools menu.
填表小子RoboForm button in this toolbar makes 填表小子RoboForm toolbar appear and disappear.
Other 填表小子RoboForm buttons may be made visible.
How do I customize 填表小子RoboForm buttons in the Standard IE toolbar?
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.
|
| AutoSave Dialog |
Enter the new Passcard name into the dialog and click Save. If you have other Passcards already saved for this web site, their names will be shown in the list area below the Passcard Name. You can select one of these names and it will automatically appear in the Passcard Name field. If you try to save to the existing Passcard, you will be 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.
- Resave login data when login web page has changed and 填表小子RoboForm misses fields or Login button but
AutoSave does not come up automatically because login data is saved already.
- Save non-login forms for which you will need automatic submission by Login or Fill&Submit.
3. Manual Save to Passcard.
Click the Save button on the 填表小子RoboForm toolbar.
The Save Forms dialog will come up.
Enter the Passcard name and click OK.
All form data from all forms on the web page will be saved to this Passcard.
You can also invoke the "Save Forms" command
by right-clicking the web page and selecting Save Forms.
Note that Passcards saved in this way do not retain information about button that you clicked to submit the form (because you did not click any submit button). So if you try to Login or Fill&Submit such Passcard, 填表小子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 填表小子RoboForm which button to click.
4. Ignoring Fields For AutoSave and FillForms: Turing Numbers.
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).
To make 填表小子RoboForm not fill such fields in and ignore them in AutoSave:
- Open Passcard in Passcard Editor,
- Click a field to be ignored,
- Select "Edit -> Ignore Field".
Editor will put "$AnyValueHere$" into the field, which marks field to be ignored.
The change of the ignored field will not cause AutoSave and
the ignored field will not be filled.
Also Login command will be executed as GoFill
for Passcards that have ignored fields.
Note that you can make 填表小子RoboForm ignore fields when filling and autosaving forms for
whatever purpose you like, not just for logins with Turing numbers.
More Info
How can I disable AutoSave just for one web site?
How can I permanently disable AutoSave for all web sites?
The AutoSave dialog does not come up when I expect it to. Why?
|
| Matching Passcards Button and Mini-Dialog |
1. Matching Passcards button on 填表小子RoboForm Toolbar
When you visit a web site for which you saved Passcard(s),
the 填表小子RoboForm Toolbar button that initially says "(passcards)"
will show the name of the Passcard that matches this page.
This button is called Matching Passcards button.
Click this button when Passcard name is shown and
forms on the page will be filled from this Passcard.
2. Matching Passcards Mini-Dialog.
If you have more than one Passcard that matches web site,
then ( +N ) will be shown next to the name of the main matching Passcard,
where N is the number of additional matching Passcards.
Mouse over the Matching Passcards button and
填表小子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 & Submit.
Mouse over the Matching Passcards button and Matching Passcards mini-dialog will appear.
If you click Fill & Submit button in this dialog,
填表小子RoboForm will fill the form and then automatically submit it.
You can make "Fill & Submit" a default button (initially Fill Forms is the default button) by going to "填表小子RoboForm -> Options -> Toolbar" and checking "Fill & Submit is the Default button for Matching Passcards" option.
4. Edit Passcard and Other Commands.
If you want to view/edit one of the matching Passcards,
mouse over the Matching Passcards button,
select the Passcard, click "..." and then select "Edit".
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
填表小子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.com 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 "... -> Set as Default".
Default Passcard name is underlined in Matching Passcards mini-dialog.
Before version 6.5 填表小子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 "填表小子RoboForm -> Options -> General -> 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".
填表小子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 填表小子RoboForm fills both empty and non-empty fields.
8. AutoFill Dialog.
Another way to automatically fill and submit login data from Passcards
is to use AutoFill Dialog, described elsewhere in the manual.
9. Fill Forms by Drag-and-Drop.
If the "Fill Forms" button does not fill forms from the Passcard,
you can drag-and-drop field values from the 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.
|
| Toolbar Logins Menu |
1. Login.
Click the Login button on 填表小子RoboForm toolbar and select a Passcard.
填表小子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 click 填表小子RoboForm Taskbar Icon, select Logins and then select a Passcard to login to. The picture on the right shows user selecting Passcard from the list.
Yet another way to login to Passcard is show Passcard in Passcard Editor and then click the Login button in the Editor.
2. More commands: New Window Login, Go&Fill, GoTo, Fill, Edit, etc
- Click the Logins button in 填表小子RoboForm toolbar,
- move mouse cursor to a Passcard of your choice,
- right-click it.
You will see a list of commands that applies to the clicked Passcard:
- Login in New Window command logs you in in the new browser window.
- Go&Fill commands performs the first two actions from the login sequence: navigate and fill.
- GoTo command performs only the navigation action for Passcard.
- Fill Forms command fills forms from the selected Passcard.
- 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 Passcard.
- 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 "填表小子RoboForm -> Options -> Login Browser" you can set options that tell 填表小子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 填表小子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 填表小子RoboForm Taskbar Icon or
click Login button in Passcard Editor,
login will be done in the topmost browser window,
that is, the most recently used browser window.
- New Window (default):
New browser window will be opened.
* 填表小子RoboForm New Browser Window is.
When the above option decides to open login in a new browser window,
this option tells 填表小子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 填表小子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
填表小子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 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 填表小子RoboForm cannot do the entire sequence in one click, it can do it in two clicks.
Saving Login into Passcards.
AutoSave passcards for on each page of login sequence.
If page does not have password field (as the 1st page of BOFA login does)
then ALT+click the Next/Submit button to force AutoSave.
Using Passcards.
* Login into the first passcard in sequence,
* Second passcard will appear on top of Matching Passcards button
when you come to 2nd page.
* Mouse over this passcard and click Fill&Submit.
* Continue this way for all steps in the sequence.
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 填表小子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 reminer. When you select Edit -> Ignore Field or Edit -> Add Login Tip in Passcard Editor, special field LoginTip$ is added. Contents of this field are shown when 填表小子RoboForm is logging into Turing passcard. It would typically say: "Type password 123456 using login page virtual keyboard".
|
| Passcard Editor |
Passcard Editor window is divided into two panes. Left pane shows the list of Passcards and folders that you have. Right pane shows 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 -> Save" and changes made to Passcard will be saved.
Click "Save & 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 填表小子RoboForm asks whether to save changes, 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 填表小子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
填表小子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 -> 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 -> Delete Note.
6. Fill from Passcard.
Select Action -> Fill Forms and
填表小子RoboForm will fill forms 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 填表小子RoboForm toolbar is a better way.
|
| Print List of Passcards - Preview (enlarge) |
7. Delete, Rename and Clone Passcards.
Click Passcard in the main window menu and select Delete, Rename or Clone command
and 填表小子RoboForm will perform the selected operation.
In addition to that you can right-click a Passcard in the list of Passcards in the left pane
and select Delete, Rename or Clone command.
8. Print List of Passcards.
In Passcard Editor select Passcard -> Print List.
A dialog appears that previews the printed list of Passcards.
You can click the Print button to print what you see
or click Save to save it to an HTML file.
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 -> 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 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 填表小子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 -> 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 -> Empty Fields.
Show empty fields of this Passcard.
By default only non-empty fields are shown.
View -> Passwords As Stars.
Show passwords fields as Stars ****.
By default all fields show their actual values.
View -> Always On Top.
Show Passcard Editor as Always On Top window.
Also invoked by "Push Pin" icon.
View -> Toolbar.
Show/hide toolbar with commands in the Editor.
More Info.
* Passcard Security and Protection
* Backup and Restore Passcards and Identities
Basic Authentication is an old user authentication mechanism that is used only by a few sites now. It is also used to memorize Network Disk password in Windows XP.
|
| Basic Authentication Dialog (enlarge) |
AutoFill and AutoSave.
Basic Authentication dialogs cannot be filled or saved from 填表小子RoboForm toolbar.
Both AutoFill and AutoSave work for Basic Authentication dialogs but they are controlled by separate options:
- "Options -> AutoSave -> Offer to save Logins from web forms"
controls AutoSave for HTML forms.
- "Options -> AutoSave -> Offer to save Logins from Windows dialogs in Browsers (Basic Auth)"
controls AutoSave for Basic Authentication.
- "Options -> AutoFill -> Offer to AutoFill web forms"
controls AutoFill for HTML forms.
- "Options -> AutoFill -> Offer to AutoFill Windows dialogs"
controls AutoFill for Basic Authentication.
Manual Fill Forms.
To fill Basic Authentication dialog from a Passcard,
click dialog that you want filled and then
select Fill Forms from 填表小子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 填表小子RoboForm Taskbar menu.
No Identities.
Basic Authentication dialogs cannot be filled from Identities, they can only be filled from Passcards.
Use Bookmarks to store web address (URL) of the web page that you visited and your comments.
1. Save Web Address to Bookmark.
Click Save button on 填表小子RoboForm toolbar or right-click web page and select Save Forms.
Check "Save As Bookmark" checkbox in Save Forms dialog.
Click Save button and your bookmark is saved.
The title of the page is saved as a Note and you can change the saved note in Bookmark Editor.
填表小子RoboForm automatically checks "Save As Bookmark" checkbox if the web page has no forms on it. Since many web pages now have forms, do not forget to check "Save As Bookmark" checkbox if you do not need form data saved.
|
| Bookmark in Passcard Editor |
2. View Bookmarks in Passcard Editor.
To view bookmarks, use the same Passcard Editor that you use for Passcards.
To call it from the 填表小子RoboForm toolbar, click the Logins button and select Edit.
To call it from the 填表小子RoboForm Taskbar Icon, click it and select Logins -> Edit.
To call it directly from desktop, select Start -> Programs -> AI 填表小子RoboForm -> Edit Passcards.
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 button on 填表小子RoboForm toolbar and select a Bookmark.
填表小子RoboForm will navigate your browser to the address stored in the selected bookmark.
From 填表小子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 填表小子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 -> 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.
|
| 保密记事本编辑器 |
保密记事本可以记录任何您认为重要和需要保密的文字信息
（此文字信息是指填表小子RoboForm密码卡片信息里以外的内容）：
* ATM 提款卡（储蓄卡）的密码；
* 密码锁的号码；
* 软件注册码或者激活码；
* UNIX 客户端和远程登陆密码；
* 其他重要信息。
1. 编辑保密记事本的内容
我们可以通过保密记事本编辑器来浏览和编辑记事本中的内容。
首先双击填表小子RoboForm状态栏图标，选择保密记事本 -> 编辑，
或者点击填表小子RoboForm工具条上的保密记事本按钮选择“编辑”即可。
2. 使保密记事本的按钮出现在工具条上
要想使保密记事本的按钮出现在填表小子RoboForm工具条上，
右键点击填表小子RoboForm工具条并选择“自定义工具条”。
将保密记事本的图标从对话框的左栏拖拽到右栏，
点击“关闭”并“确认”即可。
3. 新建一个“保密记事本”
在保密记事本编辑器里，选择保密记事本 -> 新建。
或者在填表小子RoboForm工具条中，选择填表小子RoboForm -> 保密记事本 -> 新建。
再或者在填表小子RoboForm状态图标上，点击选择保密记事本 -> 新建。
把剪贴板中的内容复制到保密记事本里：
在填表小子RoboForm工具条上，选择填表小子RoboForm -> 保密记事本 -> 粘贴并新建。
在填表小子RoboForm状态图标上，点击选择保密记事本 -> 粘贴并新建。
4. 删除, 改名和克隆保密记事本
你可以对保密记事本，进行克隆，改名甚至删除，
只需要在保密记事本的编辑器中点击选择相应的命令即可。
你也可以直接在编辑器的工具条上点击“红叉”来删除。
5. 打印保密记事本的清单
在保密记事本编辑器中选择保密记事本 -> 打印列表。
会有一个对打印结果预览话框弹出。
你只需点击“打印”按钮就可以完成打印工作。
或者点击“保存”将其保存为一份HTML文件。
6a. 通过E-Mail发送保密记事本的内容
如果您希望通过email向您的朋友发送保密记事本的内容，
请先打开保密记事本编辑器，并点击编辑器工具栏上的封装按钮
或者选择操作 -> E-Mail....即可将其内容加密发给您的朋友（前提是您的朋友也安装了填表小子RoboForm）
您可以选择： (1) 不加密的方法来发送保密记事本的内容；
(1) 添加一个访问密码来加密发送；但是您需要通过电话等其他工具通知您的朋友，您所使用的密码；
(3) 或者通过超级密码来保护您发送的保密记事本中的内容。
使用最后一种方式，您必须告诉您的朋友，你的填表小子RoboForm的超级密码，这样可能对您并不安全，所以我们不做推荐。
6b. 收到通过E-Mail发来的保密记事本
当你的朋友收到了您通过email发送的保密记事本的内容，
她双击附件将会自动调用，保密记事本编辑器来阅读。
当然前提是，您的朋友他的电脑上已经安装了填表小子RoboForm。
您发送的保密记事本内容是贮存在，email程序的临时文件夹里的，
所以您的朋友无法在她自己的保密记事本中看到这些内容。
如果要把收到的保密记事本，复制到他的保密记事本文件夹里，
你的朋友只需点击编辑器工具栏上的复制到本地按钮即可。
填表小子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 填表小子RoboForm will enter this data into web page forms for you. So Identity is a depositary for all your personal data used in form filling.
Usually you would need one or two Identities: one for registering for free stuff, another for making real purchases on the web.
|
| New Identity Dialog |
When you create a new 填表小子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. 填表小子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 Identity Editor.
* To call it from the 填表小子RoboForm toolbar, click the Identities button and select Edit.
* To call it from the 填表小子RoboForm Taskbar Icon, click it and select Identities -> Edit.
* Or you can select Start -> Programs -> AI 填表小子RoboForm -> Edit Identities.
|
| Identity Editor |
Identity data is presented in several tabs. You can switch between tabs by clicking their headings. Each tab can have several instances. For example, each instance of Credit Card tab represents one credit card, so you can have more than one credit card in an Identity.
3. Saving and Closing.
You can edit any fields in the Identity.
Click "Diskette" icon on toolbar or select "Identity -> Save" and changes made to identity will be saved.
Click "Save & Close" button and changes will be saved and Identity Editor closed.
If you want to discard changes that you made, close the editor by clicking Red X in upper right corner and
when 填表小子RoboForm asks whether to save changes, click No.
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 means 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 填表小子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 -> 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 -> Delete Note.
6. Fill from Identity.
Click Fill button in Identity Editor or select Action -> Fill Forms and
填表小子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 填表小子RoboForm toolbar is a better way.
7. Delete, Rename and Clone Identities.
Click Identity menu item in the Identity Editor and select
Delete, Rename or Clone (Copy) command and 填表小子RoboForm will perform the selected command.
You can also right-click the Identity name in the left pane of the Identity Editor or in 填表小子RoboForm toolbar
and select one of these commands from the menu that appears.
8. Change Country of Identity.
Go to "Edit -> 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 -> 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 Identity.
You can send Identity or Contact to a friend by email.
The procedure is the same as for Passcard.
11. Viewing Options
View -> Always On Top.
Show Identity Editor as Always On Top window.
Also invoked by "Push Pin" icon.
View -> Toolbar.
Show/hide toolbar with commands in the Editor.
|
| My Identity button and Mini-Dialog |
1. Fill Forms from Identity using 填表小子RoboForm Toolbar.
Each of your Identities is shown on 填表小子RoboForm toolbar as a button.
We call this button a My Identity button.
When you see a form that you need to fill, simply click the button with your identity name on it and forms will be filled from the Identity that you clicked.
If you want to show more than two My Identity button on Toolbar, right-click Toolbar, 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 Instances.
If you need to select a Credit Card or another tab instance before filling,
mouse over the My Identity button and 填表小子RoboForm will show mini-dialog that
allows you to select Credit Card and other tab instances to be used in form filling.
Make your selection and click Fill Forms button.
3. Fill & Submit.
Mouse over the My Identities button and form filling mini-dialog will appear.
If you click Fill & Submit button in this dialog,
填表小子RoboForm will fill the form and then automatically submit it.
You can make "Fill & Submit" a default button (by default Fill Forms is the default button) by going to "填表小子RoboForm -> Options -> Toolbar" and checking "Fill & 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".
填表小子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 empty) will be filled.
If this option is unchecked, then 填表小子RoboForm fills both empty and non-empty fields.
6. Selecting Phone Prefix.
填表小子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 填表小子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 picture of a suitcase),
- Select field value or its part and then start dragging the selection.
10. Copy-and-Paste Identity Fields to Forms and Applications.
You can also Copy-and-Paste values into the online form or an application
(most applications can Paste from clipboard):
- 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 Info.
* Identity Security and Protection
* Multiple Credit Cards and Addresses
* Frequently Asked Questions about Form Filling from Identities
 |
| Credit Card Tab Instances in Identity Editor |
These are tabs available in Identity:
- Person
- Business
- Address
- Credit Card
- Bank Account
- Authentication.
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]". 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 <Tab Name>" 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 Instance.
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 -> 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 is made of tabs.
Every tab represents an object in real world.
So Identity bundles together a bunch of related real world objects.
All tabs can have multiple instances, each representing an object of the same kind.
The meaning of most Identity fields is obvious,
here are some explanations for those that are not.
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.
填表小子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",
填表小子RoboForm can generate both long distance prefix "0" and country code "49" when filling forms.
* The field 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 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 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 -> Country, thus changing the Identity country-related formats and rules.
Address Line 1 contains House Number and Street Name.
If you use a PO Box, put the PO Box number into this line like 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 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.
The User ID and Password fields are your *default* passwords.
When you want to save an existing UserID/Password pair,
use Passcards for this, do not put them into Identity.
Put into Identity the default low-security UserID/Password pair
that you would use for security-insensitive sites.
Password Question is the question that that sites ask you when you forget the password.
Many sites allow you to define this question, hence the field.
A common question is "What is your mother maiden name?"
Password Answer is your standard answer to the standard question above.
|
| AutoFill Dialog |
1. Do You Really Need AutoFill?
AutoFill was the recommended way to fill forms in 填表小子RoboForm ver 5 and before.
In ver 6 AutoFill is not needed for filling/saving HTML forms as it is fully replaced by the toolbar.
It is still needed to fill Basic Authentication forms, though.
Some people like AutoFill dialog because:
- If one uses AutoFill dialog, he can hide 填表小子RoboForm toolbar,
- AutoFill attracts more attention than button on the toolbar.
Some people (including us) do not like AutoFill, because:
- It takes space when it pops up, so it can hide a part of web page.
- Sometimes AutoFill appears when you do not want to fill forms, it can get annoying.
2. How Does AutoFill Work.
By default AutoFill dialog is disabled.
To enable AutoFill dialog,
go into "填表小子RoboForm -> Options -> 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 a Passcard from which this form can be filled, OR
- a long (more than 4 fields) non-password form that 填表小子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 & Submit.
If you click Fill & Submit button in this dialog,
填表小子RoboForm will both fill forms and click the Submit button for you.
If you want to make "Fill & Submit" a default button (initially Fill Forms is the default button) when Passcard is selected, then go to "填表小子RoboForm -> Options -> AutoFill" and check "Fill & Submit is the Default button for Matching Passcards".
If you want to make "Fill & Submit" a default button when Identity is selected, then go to "填表小子RoboForm -> Options -> AutoFill" and check "Fill & 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 填表小子RoboForm Toolbar, because Toolbar matches Passcards only by URL while AutoFill actually tries to fill forms from 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 填表小子RoboForm Taskbar Icon and select Fill Forms and
填表小子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 "填表小子RoboForm -> Options -> AutoFill" and check "Show Enable/Disable AutoFill command in main menu" option.
This will add "Enable/Disable AutoFill" command to 填表小子RoboForm main menu in Toolbar and Taskbar icon.
7. When AutoFill Pops Up: Fine-Tuning Rules.
In "填表小子RoboForm -> Options -> AutoFill -> When AutoFill Pops Up" you can control popping up of AutoFill:
* Only from Passcards / Only from Identities
By default AutoFill pops up when it can fill form from Passcards OR Identities.
Using this option, you can limit popups to Passcards only or Identities only.
* Only On Pages with Passwords
By default AutoFill from Passcards pops up only on pages that have password fields.
If you uncheck this option, AutoFill will popup on pages with no password fields,
as long as there are matching Passcards for the page.
* Number of Fields that Trigger AutoFill from Identity
By default AutoFill from Identities pops up if there are at least 4 fillable fields on the page.
You can change minimal number of required fields in this option.
8. Customizing AutoFill Dialog Appearance.
In "填表小子RoboForm -> Options -> AutoFill -> AutoFill Dialog Appearance" you can change AutoFill appearance:
* AutoFill Dialog Position
By default AutoFill dialog appears to the right of the browser window, outside the window (Right Out).
You can change it to Center -- in the center of the browser window, or
to Right In -- inside the browser window, to the left of the right border of the window.
If there is no enough space on the outside of browser window for AutoFill to appear,
it will appear inside the window.
* AutoFill Steals Keyboard Focus
By default AutoFill dialog does not change the keyboard focus when it appears.
If you check this option, then AutoFill dialog would steal keyboard focus when it appears.
That is, you will be able to use keyboard commands of AutoFill dialog without clicking it with the mouse first.
* Hide AutoFill 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, 填表小子RoboForm will hide AutoFill dialog
if underlying browser becomes in active (not topmost).
9. AutoFill Without Asking.
If you want 填表小子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 checked and
then check the AutoFill Without Asking checkbox.
Then instead of showing the AutoFill dialog 填表小子RoboForm
will fill forms from the best fitting Passcard
or if no matching Passcards are available, from
the most recently used identity.
These commands are not related to either Passcards or Identities.
1. Clear Fields.
"填表小子RoboForm -> Fields -> Clear Fields" command clears all fields.
It clears all form fields or all selected fields.
2. Reset Fields.
"填表小子RoboForm -> Fields -> Reset Fields" command resets all fields or all selected fields
to their default values (values that fields had when the page finished downloading).
If all default field values are empty, it performs the same action as "Clear Fields".
3. Set Fields.
"填表小子RoboForm -> Fields -> Set Fields" command sets all checkbox fields in a form or its selected fragment.
This command also works on fields of other types.
It puts the value of a custom field named "Set Fields Value"
into all fields in the form or all selected fields.
You 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 填表小子RoboForm toolbar.
To make this buttons visible, right-click 填表小子RoboForm toolbar, select Customize
and move these buttons into "Current toolbar buttons".
|
| 搜索框 |
搜索框出现在填表小子RoboForm工具栏上介于填表小子RoboForm按钮和登录按钮之间。
开始键入一个词语或是一个句子，然后填表小子RoboForm将会向您显示键入的词语或句子将会在何处被搜索到。如果你按下ENTER，则第一个显示的选项将被执行。
密码卡片，安全笔记本以及个人信息名称
搜索框显示所有含有键入包涵单词的密码卡片，安全笔记本以及个人信息名称。如果你键入少于3个字母，它就会显示所有的以这三个字母开头的密码卡片，安全笔记本和个人信息名称。
缺省和可选的操作
键入单词或短语进行搜索后，按ENTER
这触发执行缺省操作 ：
- 登录的密码卡片
- 转向的书签
- 编辑的安全笔记本
- 填写的个人信息表格
- 编辑的连接
或者你可以右击搜索框列表中的项，然后选择 选择性操作 来应用于文件。
在填表小子RoboForm文件内容中进行搜索.
在搜索框中键入一个单词，选择“在填表小子RoboForm文件中搜索‘单词’”,然后
键入的“单词”将会在所有的填表小子RoboForm文件内容中被搜索到。
搜索引擎(Yahoo - F3).
在搜索框中键入一个短语，选择“在Yahoo中搜索‘短语’”或者按F3，然后
键入的短语将会在所有的Yahoo搜索引擎中被搜索。
通过定制，可以使用更多的搜索引擎。
定制搜索框.
通过在搜索框中键入词，你可以把更多的搜索引擎添加到搜索框中，然后选择“（定制搜索框）”，或者通过“填表小子RoboForm->选项->搜索”
可以定制的有：
- 在搜索框中显示的搜索引擎：选/不选
- 搜索引擎出现的顺序：使用上移，下移按钮。
- 为搜索引擎设定的键盘按键。
更多的搜索引擎 (Google - F6).
选择“在Google中搜索‘短语’”，或者在选项->搜索中选择任何其他的搜索引擎。
在搜索框中键入一个短语，选择“在Google中搜索‘短语’”或者按F6，然后
通过定制，可以使用更多的搜索引擎。
下面这些是我们现在所拥有的搜索引擎以及信息库：
- Altavista, AllTheWeb, Amazon, A9, MSN, Ask, eBay,
- Merriam-Webster Dictionary.
- Google 新闻, Yahoo 新闻, Google 网站,
- Stock Quotes, SEC listings, 使用邮编Weather.
- WhoIs, Reverse Phone Number Lookup.
而且你可以添加更多搜索引擎（比如：百度），参见下面说明！
www.typed.com (F8).
在选项->搜索 "Go to www.phrase.com"
键入一个单词以及选择"Goto to www.word.com" 或者按F8，然后填表小子RoboForm会转到www.word.com
添加你自己的搜索引擎.
你可以向搜索框添加你自己的搜索引擎或者任何想要查找的信息
在选项->搜索 单击添加新的。键入新的查找以及查询的字符串的名称。使用%查询%的形式作为占位符。
|
| Saving Login to Folders |
You can use 填表小子RoboForm Folders for the same purpose you use Windows folders -- to organize and classify your files, in this case Passcards, identities or Safenotes.
Home Folder and Tree of Folders.
You start building your tree of folders from the Home Folder.
All your Passcards and identities are initially stored in the Home Folder
and if you never create a sub-folder in Home Folder,
you will have a completely flat set of files.
You can create one or more folders in the Home Folder and put your 填表小子RoboForm files into them, this classifying your files.
Creating Passcard (or any File) in a Folder.
When creating a new Passcard in SaveForms dialog
(or new Identity in New Identity dialog or Safenote in New Safenote dialog),
click "Create In" button in the dialog and
填表小子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) menus in 填表小子RoboForm Toolbar and Taskbar.
The tree of folders is shown as cascading menu and can drill down into the folder just by mousing over it.
|
| Folders in Passcard Editor |
Folders in Editors.
Open Passcard, Identity or Safenote Editor and you will see
the tree of folders that you created in the left Navigator window.
If you click the "+" on the folder, the folder will open to show its contents.
If you click the folder itself, the files contained in it will be shown on the right.
You can do a number of file/folder operations using 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.
|
| 密码自动生成 |
密码自动生成功能可以随机生成任何长度的密码。 随机自动生成的密码，具有一定的安全度，可否防止被黑客猜透。
密码自动生成起步：
- 鼠标箭头移动到 填表小子RoboForm 工具条的“密码生成”按钮上；或
- 点击工具条上的“填表小子RoboForm”图标，或者双击状态栏里面的 填表小子RoboForm 图标，然后选择“工具->密码生成”。
生成密码：
- 当自动生成密码窗口弹出，她会显示一个已经自动生成的密码。
- 如果不喜欢可以点击“生成”按钮重新生成一个新的密码。
把自动生成的密码填写到网页上的密码栏目：
- 点击填写即可将已经生成的随机密码填写到网页上的密码栏内。
- 如果你只想填写单独的密码栏，请先点击“填写”按钮前先将鼠标移到密码栏内。
“用鼠标选中你索要填写的内容区域”
密码自动生成的其他用途：
- 点击复制按钮把自动生成的密码复制到剪贴板。
你可以把它黏贴在任何程序或软件的文字或者密码栏里。
- 拖动已经生成的密码到任何允许拖动填写功能的文本框中即可。
个性化密码生成设置.
- 用户可以在密码自动生成的对话框中，设置密码的长度，字母等相关内容。
- 填表小子RoboForm对自动生成密码采用多数位密码管理，我们采用了64位的加密技术。
使用密码自动生成工具来修改在线账户的密码
如何使用密码自动生成工具来修改在线账户的密码：
- 登陆你的账户，并进入密码修改选项。
- 将鼠标移动到自动生成按钮上，点击自动生成获取新密码。
- 点击自动生成 -> 自动填写随机密码。
- 如果你有很多密码栏需要填写（譬如旧密码和新密码）请用鼠标依次选择要填写的栏目。
- 点击“确认”按钮保存设置。
- 退出账户。
- 返回登陆页，使用旧的密码卡片中的自动填写用户名。
- 然后通过使用“自动生成 -> 填写”来填入修改后的密码。
- 点击登陆按钮。
- 自动保存会将新密码保存到密码卡片中。
|
| Request Master Password |
如果有其它的人与你共用电脑而你不希望让它们查看或使用你的身份信息和密码卡片, 你可以用密码保护它们.
1. 密码保护新建的身份信息和密码卡片.
新建的身份信息和密码卡片默认是不保护的. 我们强烈建议你用 密码保护包含敏感信息的身份信息和密码卡片, 例如用户 ID, 信用卡的密码等. 你可以通过选中"选项>用户数据"里面的密码保护新密码卡片(身份信息,安全标注) 选择框, 让 填表小子RoboForm 保护所有新建的身份信息和密码卡片.
2. 查看和修改身份信息和密码卡片的保护状态.
要检查一个密码卡片(身份信息)是否已保护, 请在密码卡片(身份信息)编辑器中显示它. 如果它的锁定图标是黄色并且是锁定状态, 那么此密码卡片(身份信息)是受到密码保护的. 如果锁定图标是灰色而且是开启的, 则没有保护.
要改变保护状态, 单击编辑器的锁定图标或是选择密码卡片(身份信息)保护. 填表小子RoboForm 会要求输入主密码如果你尚未输入过, 然后这个密码卡片(身份信息)会使用主密码加密.
3. 主密码和其它密码.
如果你要查看或者使用一个被保护的密码卡片或身份信息, 填表小子RoboForm 会要求你输入用于加密此密码卡片(身份信息)的密码. 请注意, 如果你忘记了这个密码, 那么没人可以(包括我们)帮你打开被保护的内容.
要把你需要记住的密码减少到最少, 填表小子RoboForm 强迫使用一个密码加密. 这个密码叫做 主密码.
但是, 如果你曾改动了主密码或是从其它计算机导入了密码卡片等资料, 那么你会有使用不同密码保护的密码卡片等资料.
|
| 在编辑器保护密码卡片 |
填表小子RoboForm 会在打开加密过的密码卡片或身份信息时要求你输入主密码. 如果你不保护你的资料, 填表小子RoboForm 不会询问你输入主密码.
在你第一次输入主密码的时候你便设置了新的主密码, 因此会要求你重复输入一次以确认主密码. 你要在这时 记住你的新主密码.
4. 密码缓存.
当你输入了主密码(或是其它密码)时, 它将会被缓存在内存中, 这样你就不必一次又一次地输入密码. 只要 填表小子RoboForm 还在内存中, 缓存的密码也在内存中.
当 填表小子RoboForm 把密码缓存在存储器中后, 填表小子RoboForm 任务栏图标和 填表小子RoboForm 工具栏图标 变为时髦的戴太阳镜的机器人. 当缓存中没有密码时，图标是一个不戴太阳镜的普通机器人.
你可以通过选择工具栏上填表小子RoboForm -> 注销菜单项或是单击编辑器中的注销 按钮, 让 填表小子RoboForm 清除所有缓存的密码.
5. 密码自动注销.
你可以让 填表小子RoboForm 在一定时间的非活动状态后自动清除所有缓存的密码. 你可以在"查看>选项>用户数据"对话框里面设置这个时间. 填表小子RoboForm 任务栏图标必须显示以使用自动注销功能. 任务栏图标是帮助你"注销"的服务程序.
默认设置自动注销时间为 120 分钟. 如果你将它设置为 0, 缓存的密码将在 15 秒钟内清除. 它不可能为 0, 因为这样将使转到填充和登录无法工作 (因为主密码被太早清除, 等到这些命令需要密码时已经不存在了).
填表小子RoboForm工具栏或人物栏图标可见时，自动注销启用.RF工具栏和任务栏看不见时，自动注销不启用.
|
| 设置主密码对话框 |
6. 改变主密码.
如果你决定改变你的主密码, 你可以打开选项对话框(选择工具栏中"填表小子RoboForm -> 选项") 并单击"用户数据"标签页的"设置主密码"按钮.
"设置主密码"命令将会改变每个密码卡片和身份信息的密码, 这样你就不需要多次手工操作了. 它还有一个单选按钮选择密码保护或不保护所有密码卡片和身份信息.
7. 更多信息.
* 关于密码保护的常见问题
The security of sensitive digital assets such as Identities and Passcards has several aspects:
1. Can the legitimate user change her confidential info and/or delete it from computer with no trace left?
2. Is backup and restore of confidential data available? Is it easy?
3. Can an unauthorized user who has obtained access to your computer (physically or via Internet)
use your confidential data?
Here we compare approaches of other password management services to the 填表小子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.
填表小子RoboForm.
1. 填表小子RoboForm stores your personal info in a known place on your computer and nowhere else.
Once you delete 填表小子RoboForm User Data Folder, all your confidential data is gone with no trace left.
2. You can backup and restore 填表小子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 填表小子RoboForm.
If you want to achieve the maximum level of security, do this:
* Check "Password-Protect New Passcards" in the "Options -> Security" dialog.
* Make sure that all sensitive Passcards and Identities are password-protected.
The Lock icon should be yellow and locked, and the Protected menu item should be checked.
Remember that anybody who 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 填表小子RoboForm toolbar
so that all entered passwords are purged from memory.
Identities, Passcards and Safenotes are files stored in the User Data Folder.
Each 填表小子RoboForm Identity and Passcard is stored in a separate file.
Identity files have a RFT extension.
Contact 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.
License and option files have RFO extension.
View User Data Folder.
To view User Data Folder in Windows Explorer, select "填表小子RoboForm -> Profiles -> Explore Folder".
|
| Options -> User Data |
Refresh User Data Folder.
Select 填表小子RoboForm -> Profiles -> Refresh Folder to refresh 填表小子RoboForm file from the files in User Data Folder.
填表小子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 填表小子RoboForm file cache.
Change User Data Folder.
Select 填表小子RoboForm -> Options -> User Data -> Set Folder and choose a new User Data Folder.
Once you click OK, 填表小子RoboForm will start reading Identities and Passcards from the selected folder and
saving new Passcards and Identities to the selected folder.
When you change the User Data Folder, 填表小子RoboForm does not copy
RFT and RFP files from the old folder to the new folder.
Backing up and restoring 填表小子RoboForm User Data is just copying files. You can do it yourself or 填表小子RoboForm can do it for you.
Backup User Data.
- In "填表小子RoboForm -> Options -> User Data" click "Backup" button.
- Select a folder to which you want to backup (copy) your Passcards and Identities.
- 填表小子RoboForm will erase all files in the destination folder and then
- 填表小子RoboForm will copy your user data files to the destination folder.
Or you can use Windows Explorer to copy all files from 填表小子RoboForm User Data folder to backup folder.
Restore User Data.
In "填表小子RoboForm -> Options -> User Data" click "Restore" button.
- Select a folder from which you want to restore (copy) your Passcards and Identities.
- 填表小子RoboForm will erase all files in current User Data folder and then
- 填表小子RoboForm will copy your 填表小子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 填表小子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 Passcard and Identity files by copying them to My 填表小子RoboForm Data folder
using Windows Explorer or any other file copy program, then
you must ask 填表小子RoboForm to re-read the files after the copy,
because 填表小子RoboForm does not know that files have been updated.
Select 填表小子RoboForm -> Profiles -> Refresh Folder to make 填表小子RoboForm
re-read all user files.
Available only in 填表小子RoboForm Pro.
填表小子RoboForm Profile.
Each 填表小子RoboForm Profile is an independent set of Passcards, Identities and Safenotes
that has a separate Master Password.
Current Profile.
Current Profile is the 填表小子RoboForm Profile that is currently seen in 填表小子RoboForm.
Initially 填表小子RoboForm creates a Profile for you that has is named "Default Profile".
New Profile.
Select "填表小子RoboForm -> Profiles -> New" to create new 填表小子RoboForm Profile.
Newly created Profile becomes current.
New Profile initially has no Passcards or Identities and it has no Master Password.
Switch Profile.
Select "填表小子RoboForm -> Profiles -> <ProfileName>" to switch from one Profile to another.
Remember that each 填表小子RoboForm Profile has a separate Master Password.
Rename Current Profile.
Select "填表小子RoboForm -> Profiles -> Rename" to rename the current Profile.
Delete Current Profile.
Select "填表小子RoboForm -> Profiles -> Delete" to delete the current Profile.
The Profile that follows the deleted Profile will become current.
Technical Details.
填表小子RoboForm Profile is just a folder (or tree of folders) with
填表小子RoboForm Passcards, Identities, Safenotes and Master Password in it.
So list of 填表小子RoboForm Profiles is computed as all folders that are:
(i) siblings of the current 填表小子RoboForm Profile folder, and
(ii) contain Passcards, Identities, or Safenotes files.
Installing 填表小子RoboForm.
When you install 填表小子RoboForm, it installs only for the current Windows user.
However if you check "Install 填表小子RoboForm for All Windows Users" checkbox in the installer,
填表小子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 填表小子RoboForm
then Limited User will not have 填表小子RoboForm controls that can be installed only by Administrator:
- 填表小子RoboForm buttons in Standard IE toolbar,
- 填表小子RoboForm context menu items in IE and IE-based browsers.
If you want Limited User to use all 填表小子RoboForm controls, you must first install 填表小子RoboForm from Administrator user and then install it from the Limited User.
|
| Options -> IE Menus |
This is a complete list of 填表小子RoboForm commands that are available in 填表小子RoboForm IE Context Menu and through 填表小子RoboForm button is IE Standard Toolbar.
Initially 填表小子RoboForm commands marked with "*" in the table are not visible but you can make them visible by selecting Customize Menu from IE context menu.
Most commands can also be invoked with keyboard shortcuts. You should hold the ALT key while pressing the shortcut key on keyboard, this would cause execution of the command.
Keyboard shortcuts are shown in "填表小子RoboForm -> Options -> Keyboard", where each shortcut can be enabled or disabled.
List of commands:
| Command | Key | Toolbar | AutoFill dialog | Editors |
| Save Forms | [ | Save | - | Passcard -> New... |
| Fill from My Identity | 1-9 | Click Identity | Fill Forms | Action -> Fill Forms |
| Fill from Matching Passcard | M | Passcards -> select Passcard | Fill Forms | Action -> Fill Forms |
| Fill Forms | ] | Fill Forms | Fill Forms | - |
| Fill w/o Asking | Fill Forms -> Fill without Asking | Fill Forms | - | |
| Fill & Submit | Z | Fill Forms -> Fill & Submit | Fill & Submit | - |
| Login | X | Select Passcard | - | Login |
| GoFill | X | select -> right-click -> GoFill | - | GoFill |
| GoTo | X | select -> right-click -> GoTo | - | GoTo |
| Set Fields | = | Fields -> Set Fields | - | - |
| Reset Fields | - | Fields -> Reset Fields | - | - |
| Clear Fields | 0 | Fields -> Clear Fields | - | - |
| Identities Editor | , | Identities -> Edit | ... -> Edit | select Identity |
| Passcards Editor | . | Logins -> Edit | ... -> Edit | select Passcard |
| Safenotes Editor | / | Safenotes -> Edit | - | select Safenote |
| Rename | select -> right-click -> Rename | ... -> Rename | Passcard -> Rename | |
| Clone | select -> right-click -> Clone | ... -> Clone | Passcard -> Clone | |
| Delete | select -> right-click -> Delete | ... -> Delete | Passcard -> Delete | |
| Delete key | Delete key | |||
| Logoff | L | Logoff | - | Logoff |
| Options | O | 填表小子RoboForm -> Options | - | View -> Options |
| Customize Menu | right-click page -> Customize | - | View -> Options -> CtxMenu | |
| Password Generator | P | mouse over Generate | - | Tools -> Password Genr |
| 填表小子RoboForm Toolbar | R | 填表小子RoboForm -> Hide | - | - |
| Taskbar Icon | I | 填表小子RoboForm -> Tools -> Taskbar Icon | - | Tools -> Taskbar Icon |
| Command | Command Line |
| Login | Passcards.exe -l PasscardPath |
| GoFill | Passcards.exe -g PasscardPath |
| GoTo | Passcards.exe -t PasscardPath |
If you want to generate Passcards in a program, you need to know what format of Passcard file is. Passcard file (*.RFP) has several different formats depending on level of encryption and version of 填表小子RoboForm. Here we disclose only the original plain-text format of Passcards that dates back to ver 1.x.x. Current versions of 填表小子RoboForm can read this format but they do not write it.
Passcard in this format is a text file in UNICODE, so you can read it with MS Notepad or Word. First line contains Passcard URLs in this format:
URL line is followed by list of fields, each field taking 3 lines:
The sequence of fields is finished with empty line that designates end of fields.
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):
|
| Custom Fields in Identity Editor |
Match Rules.
Field Name and Other Match Strings together constitute Match String List of the custom field.
The Match String List is used to recognize online form field by comparing
its text caption with all Match Strings contained in the Match String List.
Specifically, every Match String from Match String List is matched
against the text caption of an online field.
If a match is found, the Identity field that matched is used to fill the online field.
Example:
You want 填表小子RoboForm to fill "Message" field with "My Great Speech".
This field may also have captions "Your Comments" and "Say It Here".
In the Custom tab you find an unused single-line field and you enter into it:
* Field Name: enter "Message",
* Field Value: enter "My Great Speech",
* Other Match Strings: enter "Comments", press ENTER, enter "Say It Here".
Check how it works in the
Custom Fields Test Form.
Words and Punctuation.
填表小子RoboForm matches case-insensitive word sequences.
All punctuation characters (, . - ! ?) are removed
from both Match Strings and online field text captions before matching.
Select "Identity -> Save" or click Save (diskette) button on Editor toolbar
after entering Match Strings into the Identity Editor
and it will show how Match Strings will look after punctuation has been removed.
Example:
You need to add a custom field for a checkbox captioned "Are you 18! or over?".
In the Custom tab you find an unused single-line field and enter into it:
* Field Name: enter "Old Enough" (will work as a match too),
* Field Value: enter "X",
* Other Match Strings: enter "Are you 18! or over?" and click Save.
It will turn into "are you 18 or over" which will be used for matching.
Check how it works in the
Custom Fields Test Form.
Multiline Custom Fields. (Pro Version Only)
One field at the bottom of the Custom Tab is a multi-line field.
It has more than one line in its Field Value.
This field will increase its size as you add more lines to it.
Also if you fill unused multiline fields at the bottom of the Custom tab,
another empty multiline field will be added when you click Save or reopen the Identity Editor.
So the number of multiline fields is unlimited.
Example:
You want 填表小子RoboForm to fill in a resume for you at an online job search site.
Add a custom multiline field named "Resume" (this will match any caption with word resume in it) and
assign it a multiline value "John Smith <ENTER>VirtuCon 1997-99<ENTER>Chief Designer".
Check how it works in the Custom Fields Test Form.
Check-Box Fields.
填表小子RoboForm can robo-fill checkbox fields
(填表小子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.
填表小子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.
填表小子RoboForm breaks an online radio button field into a field caption and list of field values.
The caption of the online field is matched against the Match Strings of your custom field, and
the value list of the online radio button field is matched against the value of your custom field.
Example: Add custom field named "Marital Status".
Assign it any of these values: "Married", "Single", "Divorced", "Widow".
See how it works in the Custom Fields Test Form.
Subset Matches and Exact Matches.
The Match String of the custom field matches a sequence of words in the online field caption,
so that the matched word sequence must be a subset of the entire online field caption.
Words in the sequence must be exactly the same and their order must be exactly the same.
The case of words (lower, upper or capitalized) is disregarded, though.
Sometimes you want to specify Match Strings that match the entire field caption but not its subsets.
Use "=Match String" for this.
Example: If you specify "=Comments" as Other Match String for the Message field,
then it will match only fields that have the "Comments" caption
but not the field with "Your Comments" or "Comments Here" captions.
HTML Field Name Matches.
We do not believe in using HTML Field Names in matching,
because often these names do not make much sense and can even be misleading.
But if your field has no text caption at all (for example: it only has a picture caption),
then HTML field names are used for matching.
So if no match is found using regular text captions, 填表小子RoboForm tries to match a field by its HTML name.
All custom field Match Strings are used in this last-resort match attempt
and spaces between words are disregarded in HTML field ID match.
Example: Add custom field named "Attitude", its value being "Positive".
The field that has picture as a caption and "attitude" as its HTML name will match
in the Custom Fields Test Form.
