Creating an Identity

1. Creating an Identity
2. Using an Identity
3. Adding Custom Fields to an Identity (Windows)
4. Adding Custom Fields to an Identity (Mac)

 

Creating an Identity

1) Open your browser and click the RoboForm extension icon. Then, click the house icon in the upper left corner of the extension’s menu.

 

2) You will now be on the Start Page. Select the "Identities" tab from the column on the left, and then click the blue [ + ] button in the bottom right corner.

 

3) The Create New Identity window will appear. Within this window, you can name your identity and select the country applicable to it. After inputting this information, click the blue “Next” button.

 

4) Click the "Save" button when you have entered your information.

 

Within your Identity, you can include the following categories of information:

• Person - Personal information for the Identity,
• Business - Workplace information for the Identity
• Passport - Passport details for the Identity
• Address - Address for the Identity
• Credit Card - Credit card details for the identity
• Bank Account - Banking information for the identity
• Car - Vehicle details for the identity

 

To edit or add information to your Identity after creating it, click the "Pencil" icon in the upper right.

 

Using an Identity

Having your information stored in an Identity can be useful for a number of reasons, such as filling out shipping and billing information, filling out medical forms, and even entering sweepstakes.

To use your completed Identity, follow these steps:

1) Navigate to a website which contains forms you need to fill out, and click the RoboForm autofill icon. Then, select the identity you wish to fill from and click the "Fill" button.

 

2) The information saved within that Identity will automatically be filled into the appropriate lines within the form.

 

NOTE: In many instances, you will need to fill forms across multiple pages. If the checkout process is done across multiple pages, continue to fill from the appropriate Identity whenever a blank form is present. RoboForm will automatically fill in the appropriate information.

 

Adding Custom Fields to an Identity (Windows)

Custom Fields are used to store and fill any information that is not already covered in the Identity. Custom Fields for Identities are only accessible through the RoboForm Desktop Editor.

To add a custom field to an Identity, follow these steps:

1) Click the [ ^ ] button (show hidden icons) in the lower right corner of your screen. Then, click the RoboForm icon. Select "Editor" from the menu.

 

2) Select "Identities" from the column on the left, and then click the [ + ] button to the left of the Identity you would like to add a Custom Field to. From there, select the "Custom" option.

Fill "Field Name" with the question the field is asking (For example, "Marital Status").

Fill the "Field Value" with the information you would like to be filled into the field (For example, "Single").

"Other Matching Strings" is for additional Field Names that RoboForm should also detect (For example, Field Name: Marital Status...Other Matching Strings: What is your marital status?). When RoboForm detects a field which corresponds to an Other Matching String term, it will fill it with the Field Value.

 

Adding Custom Fields to an Identity (Mac)

Custom Fields are used to store and fill any information that is not already covered in the Identity. Custom Fields for Identities are only accessible through the RoboForm Desktop Editor.

To add a custom field to an Identity, follow these steps:

1) Click the RoboForm icon in the top right of your screen on the Menu bar. Then, click the 3 dots in the upper right corner. Select "Open Desktop Editor" from the menu.

 

2) Select "Identities" from the column on the left, and then click the dropdown arrow to the left of the Identity you would like to add a Custom Field to. From there, select the "Custom" option.

Fill "Field Name" with the question the field is asking (For example, "Marital Status").

Fill the "Field Value" with the information you would like to be filled into the field (For example, "Single").

"Other Matching Strings" is for additional Field Names that RoboForm should also detect (For example, Field Name: Marital Status...Other Matching Strings: What is your marital status?). When RoboForm detects a field which corresponds to an Other Matching String term, it will fill it with the Field Value.