RoboForm One-Click Login and Navigation

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Hello Every One!

Today I am going to continue with the RoboForm Series.

Today’s topic is One-Click Login and Navigation.

This post is rather long and most people are really interested in just the first section on how to do a simple one-click login, you can find it directly below here.

I have also added more advance options as well to try and be as complete as possible – I find section two very helpful as well.

As usual, it is always easier to just try the program and use the written information as a guide – so here is the download link for the program and you can try it out yourself and use the instructions as your helper.

Here’s the link:

Download RoboForm Here

This Link will open on a new page.

Printable Manual is available:
* in HTML
* in PDF

I hope this helps you!

Here is the written info.

1. Login.

Click the Login button on RoboForm toolbar and select a
Passcard. 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 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 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 “RoboForm -> Options -> Login Browser” you can set options that tell 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 RoboForm toolbar, login will be done in the browser window where Passcard was selected.

- New Window:

* Login from Taskbar or Editor opens web site in: Topmost/New Window

- Topmost Window:

When you select Passcard from Logins menu of 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.

* RoboForm New Browser Window is.

When the above option decides to open login in a new browser window, this option tells 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 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 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.

It is 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 RoboForm cannot run the entire sequence in one click, it can do it in two clicks.

Saving Login into Passcards.

AutoSave passcards for on each Submit of the login sequence:

* On the 1st login page: fill out UserID and Alt+Click the Submit button (Alt+Shift+Click for Firefox).

This page has no password field, so simply clicking the Submit button will
not cause RoboForm to AutoSave, but clicking Submit button while holding ALT key will force AutoSave of passcard for this step.

* On the 2nd login page: fill out the password and click or Alt+Click (Alt+Shift+Click for Firefox) the Submit button.

This will result in AutoSaving the 2nd passcard.

Names of the 1st and 2nd passcard must be different, so that they do
not overwrite each other.

* Passcard names should be descriptive yet short, so that you can easily recognize them.

For example, I usually name Bank of America passcards BOFA-JS-1 and BOFA-JS-2 where BOFA is the site name, JS is the initials of account holder (John Smith in this case), and 1 or 2 or even 3 is the number of the passcard in sequence.

Logging in using Saved Passcards.

* Select the 1st passcard from Logins menu (in our example this is passcard BOFA-JS-1), this causes going to the 1st login page, filling forms and submitting, * 2nd passcard name will appear on top of Matching Passcards
button in RoboForm toolbar when you come to 2nd login page (BOFA-JS-2 in our example).

* Mouse over this passcard and click Fill&Submit.

This causes filling of login info from the 2nd passcard and auto-submitting, which concludes the login sequence.

* Make sure that the right passcard (2nd and not 1st) comes up in Matching Passcards button when you get to the 2nd page.

On sites that have the same URL for all pages or random URLs RoboForm will not be able to match passcard to the specific page.

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 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 reminder.

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 RoboForm is logging into Turing
passcard.

It would typically say: “Type password 123456 using login page virtual keyboard”.

8. New Account Feature.

New Account is a beta feature that helps user with two
routine tasks:

(a) Bringing password from the page where account is created
to the login page.

(b) Updating password in Passcard when you change it on web
site using password change form.

(a) When RoboForm detects a new password creation form (two password fields near each other with the same values), it will offer to save the new password and all other fields on a form into a passcard.

This passcard cannot be used to login, as it does not know login page URL, nor does it have fields that are required on login page.

But it can be used to fill new password and possibly UserID on login page when you get there after logging out from the new account.

Also this passcard can be used to remember exactly what info you entered when creating this new account, as it saves all fields entered on account creation page.

(b) When RoboForm detects a new password creation form with
3 fields (one old password and two password fields near each) and old password is contained in one of your passcards for the domain, it will offer to replace old password with the new password in this passcard.

If you agree then password in the passcard will be replaced and RoboForm would add note that says from what and into what the password was changed, such as: 10/26/2008: password changed from ‘xxx’ to ‘yyy’

New Account feature is disabled by default.

You can enable it in RoboForm -> Options -> AutoSave ->
Enable New Account feature.

Here’s the link again:

Download RoboForm Here

This Link will open on a new page.

Printable Manual is available:
* in HTML
* in PDF

I hope this helps you!

All The Best!

Terry Russell
A+ Service Technician
Reliant Services 1998-2009
http://www.problemswithcomputer.com
http://www.work-at-home-jobs-canada.com