Using RoboForm to Fill In Personal Data On Web Forms From Your Identities

Hello there! If you are new here, you might want to subscribe to the RSS feed for updates on this topic.

Filling In Personal Data from Identities

Hello!

Today I am going to talk about how RoboFrom can save you time with the ability to fill in online forms that you visit with your personal information that you have saved in your RoboForm Identity.

1. Fill Forms from Identity using RoboForm Toolbar.

Each of your Identities is shown on RoboForm toolbar as a button.

We call this button a My Identity button.

When you see a form that you need to fill, simply click the button with your identity name on it and forms will be filled from the Identity that you clicked.

If you want to show more than two My Identity button on Toolbar, right-click Toolbar, select “Toolbar Options” and change “Number of My Identity buttons”.

The Identity Editor may remain displayed when you are robo-filling forms.

But remember that changes that you make in the Identity Editor become
effective only after you save them.

2. Selecting Tab Instances.

If you need to select a Credit Card or another tab instance before filling, mouse over the My Identity button and RoboForm will show mini-dialog that allows you to select Credit Card and other tab instances to be used in form filling.

Make your selection and click Fill Forms button.

3. Fill & Submit.

Mouse over the My Identities button and form filling mini-dialog will appear.

If you click Fill & Submit button in this dialog, RoboForm will fill the form and then automatically submit it.

You can make “Fill & Submit” a default button (by default Fill Forms is the default button) by going to “RoboForm -> Options -> Toolbar” and checking “Fill & Submit is the Default button for My Identities” option.

4. Selective Form Filling.

If you want to fill only some fields on the web page (not all of them)
then select (highlight) the part of the web page that you want to be
filled “Fill Forms”.

RoboForm will fill only the fields that you have selected.

5. Fill Empty Fields Only.

If you set the Fill Empty fields checkbox in the form filling mini-dialog that comes up when you mouse over My Identity button, then only the fields that are not filled (are empty) will be filled.

If this option is unchecked, then RoboForm fills both empty and non-empty fields.

6. Selecting Phone Prefix.

RoboForm knows phone number format and country code for all major
countries.

When filling forms, it adds Phone Prefix before the number.

Phone Prefix is set in Identity Editor in Person tab. It can be set to one of:

* None: no prefix (default option for the US),

* National: prefix that is dialed to call long distance inside the
country (1 in the US, 0 in most Euro countries).

* Country Code: country code, used when dialing from foreign
countries.

7. English Selection Values Option.

This option is located on the form filing mini-dialog that appears when you mouse over the Identity in RoboForm toolbar.

If this option is On then English values are used when filling out fields that are presented as selections in Identity and as plain text fields in online form.

If this option is Off then the value in the language local to your current identity is used.

8. AutoFill Dialog.

Another way to automatically fill and submit personal data from Identities is to use AutoFill Dialog, as described in the RoboForm manual.

9. Drag-And-Drop Identity Fields to Online Form.

If Identity does not fill some fields automatically, you can drag-and-drop field values from the Identity Editor to the online form. There are two ways to pick up a field in Identity Editor:

- Start dragging the field by its drag-and-drop handle (which is a small picture of a suitcase).

- Select field value or its part and then start dragging the selection.

10. Copy-and-Paste Identity Fields to Forms and Applications.

You can also Copy-and-Paste values into the online form or an application (most applications can Paste from clipboard):

- In Identity Editor click the Handle icon, it will copy field value to Clipboard.

- In your online form or application click the field to be filled and press CTRL+V or invoke Paste command using this application user interface.

- You can copy and paste field combinations and entire tabs.
The handle for a tab is at the upper left corner of the tab.

Download RoboForm Here

This Link will open on a new page.

Printable Manual is available:
* in HTML

* in PDF

I hope this helps you!