- Method 1: AutoSave
- Method 2: Manually Attaching RoboForm to an Application
- Method 3: Force AutoSave
- Method 4: Manually Creating an Application Login on the Start Page with a Template
- Method 5: Manually Creating an Application Login on the Start Page from Scratch
- Method 6: Custom Script
NOTE: In order to use this feature, you must have the RoboForm Windows desktop version installed.
Method 1: AutoSave
1) Go to the sign-in page for the application you would like to save a Login for and the AutoSave Dialog will appear as a lower toolbar offering to save the password.
Click the “Save” button to confirm you would like to save your credentials as a Login.
2) Enter your credentials, and click the "Log In" or equivalent button.
3) RoboForm will offer to save your Login.
Method 2: Manually Attaching RoboForm to an Application
1) If the lower toolbar does not appear, click the [ ^ ] button (show hidden icons) in the lower right corner of your screen. Then, click the RoboForm Taskbar Icon, select "Browsers," and click your application.
2) A lower toolbar will attach to the bottom of the selected application’s window. Click the “Save” button to confirm you would like to save your credentials as a Login.
3) Enter your credentials, and click the "Log In" or equivalent button.
4) RoboForm will offer to save your Login.
Method 3: Force AutoSave
Force AutoSave the Login by holding Alt + Clicking the Login/Submit button when you are logging into the application.
Method 4: Manually Creating an Application Login on the Start Page with a Template
1) Go to the RoboForm Start Page.
To begin creating a Login manually click the blue [ + ] button in the lower right-hand corner.
2) Search for the name of the application that you would like to create a Login for. If RoboForm has a template available, it will appear in this search. Select the template.
NOTE: If there is not a template available, scroll down on this page and use Method 5.
3) Enter the name for the Login, the username, and the password. Then, choose a folder to store it in, select whether you would like for it to be added to your Pinned list, and add any notes you wish to include with the Login.
Once you are finished, click the “Save” button.
Method 5: Manually Creating an Application Login on the Start Page from Scratch
1) Go to the RoboForm Start Page.
To begin creating a Login manually click the blue [ + ] button in the lower right-hand corner.
2) Click the “Create your own” option.
3) Enter the name for the Login, the file name of the application in the format exe://ApplicationName/, the username, and the password. Then, choose a folder to store it in, select whether you would like for it to be added to your Pinned list, and add any notes you wish to include with the Login.
After successfully entering the information, click the “Save” button.
Method 6: Custom Script
When a standard Login doesn't recognize the fields or its submit button doesn't respond, use a custom script to tell RoboForm exactly which keystrokes and clicks to send. They're especially helpful for terminal windows, tools like PuTTY, multi-step logins, or anywhere advanced, precise automation is required.
TIP: If you want a single Windows Application Login to match more than one executable by name (such as two PowerShell executables), you can equate the application names using Domain Equivalence. For this example: WindowsTerminal=PowerShell.
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