RoboForm Manual for Windows

RoboForm Manual for Windows

Current through RoboForm Version 8.4.0

Printable Manual is available in PDF

Table Of Contents

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Installation and Account Setup

Key RoboForm Terms

Browser Integration

? Extension for Google Chrome, Mozilla Firefox, and Opera

? Standalone Extension for Google Chrome

? Toolbar for Internet Explorer (IE)

? Standalone Extension for Microsoft Edge

Logins

? Saving Logins

? Using Logins

? Individual Login Options

? Windows Applications Logins

? Basic Authentication

Bookmarks

? Saving Bookmarks

? Using Bookmarks

? Bookmarks Menu

? Individual Bookmark Options

Safenotes

? How to Create a New Safenote

? Viewing Safenotes

? Safenote Menu

? Individual Safenote Options

Identities

? How to Create an Identity

? Using Identities

RoboForm Editor

? RoboForm Menu Button

? Navigation Pane Commands

? Logins in Editor

? Bookmarks in Editor

? Applications in Editor

? Identities in Editor

? Contacts in Editor

? Safenotes in Editor

? Shared

? All

? Security Center

Taskbar Icon

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AutoFill Dialog

Search Box

Password Generator

Sharing and Sending

? Sharing

? Sending

Emergency Access

? How to Set up Emergency Access

? How to Use Emergency Access

Security Center

? Understanding the Security Center

? How to Improve your Security Score

RoboForm Online

? Web Access of Files

? RoboForm Online Settings

Roboform Start Page

Options

? Language

? Browsers & Apps

? Toolbar (IE Only)

? Data & Sync

? Security

? AutoFill

? AutoSave

? Context Menu (IE Only)

? Search

? Keyboard (IE Only)

? Domain

RoboForm Security

? Encryption

? Authentication

? Secure Sharing and Sending

Chapter 1: Installation and Account Setup

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.

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Find your Download On the Download RoboForm page (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.

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

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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.

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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.

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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.

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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.

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