Creating an Identity

Windows

1) Click the [ ^ ] button (show hidden icons) in the bottom right corner of your screen.

2) Click the RoboForm icon.

3) Select "Identities" and then click "New."

4) The "Create New Identity" window will appear. On this window you can choose the folder for the Identity by clicking the "Create In" button, name the it, and select its country. Once you are done, click the "OK" button.

5) You will then be taken to the Editor to view and edit your new Identity. This example Identity has been pre-filled, but yours will be blank except for the name and country.

6) To view and edit the different sections of your Identity, click the [+] button to the left of the Identity and select the section you wish to edit. When you are finished editing, click the "Floppy Disk" icon in the upper right to save your changes.

Mac

1) Click the RoboForm icon in the top right on the Menu Bar.

2) Select "Identities" and then click "New."

3) The "Create New Identity" window will appear. On this window you can name the Identity, choose its country, and choose a folder to store it in by clicking the folder icon on the right. Once you are done, click the "OK" button.

4) You will then be taken to the Editor to view and edit your new Identity. This example Identity has been pre-filled, but yours will be blank.

5) To view and edit the different sections of your Identity, click the [ > ] button to the left of the Identity and select the section you wish to edit. When you are finished editing, click the "Save" button in the upper left to save your changes.