Creating and Using Form Fill Profiles



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You can use Password Manager to automatically populate web forms with your personal data. To do this, you create a Form Fill profile, which can include your name, address, credit card number, and other information. For example, you may want to create a profile with all your contact information, and several profiles for each credit card you use for Internet shopping. Then you can use a personal profile to automatically fill in your name and address in the fields, and another profile to automatically fill in your credit card information.

Once you define Form Fill profiles, you can use them to populate your personal information into web fields from a browser. You can manage and access all your Form Fill profiles from a browser or from the Passwords page of your online SecureAnywhere account.

This topic contains the following procedures: 

To create a form fill profile using the toolbar:

  1. Log into your account. For more information, see Using the Password Manager Toolbar.
  2. Open the Password functions by clicking the Webroot icon in the toolbar.
  3. Do one of the following:
    • From Safari/Chrome, click the FormFill icon at the bottom of the panel, then click either Add Profile or Add Credit Card.
    • From Firefox, click Fill Forms, then either Add Profile or Add Credit Card.



    The Add Form Fill Profile dialog displays.
    • This dialog looks slightly different if you loaded it from the SecureAnywhere website.
    • If you selected Add Credit Card, only the Credit Card Information and Notes tabs appear in this dialog.



  4. Enter as much information as you want in each field. Click on eacch tab to move between panels and access other fields.
  5. In the Name field, enter a name for this profile, such as Personal Info or My Visa.
  6. The Custom Fields tab can be used to create fields that aren’t listed in this Form Fill dialog.
  7. In Text, enter the text from a field on a web page.
  8. In Value, enter the information you want automatically populated into that field. Multiple lines are allowed, but keep in mind that multiple lines can only be entered in a multi-line text box, not a single-line text box.
  9. To require a SecureAnywhere master password before editing the Form Fill information, select the Require Password Reprompt checkbox.
  10. When you're done, click OK.

To create a form fill profile using the SecrureAnywhere website:

  1. Log in to my.webrootanywhere.com and click Go to Passwords.
  2. Under MyIdentity actions, click Add Form Fill profile.
  3. Select either Add Full profile or Add Credit Card profile.



    The Add Form Fill Profile dialog displays.
    • This dialog looks slightly different if you loaded it from the SecureAnywhere website.
    • If you selected Add Credit Card, only the Credit Card Information and Notes tabs displays in this dialog.



  4. Enter as much information as you want in each field. Click on eacch tab to move between panels and access other fields.
  5. In the Name field, enter a name for this profile, such as Personal Info or My Visa.
  6. The Custom Fields tab can be used to create fields that aren’t listed in this Form Fill dialog.
  7. In Text, enter the text from a field on a web page.
  8. In Value, enter the information you want automatically populated into that field. Multiple lines are allowed, but keep in mind that multiple lines can only be entered in a multi-line text box, not a single-line text box.
  9. To require a SecureAnywhere master password before editing the Form Fill information, select the Require Password Reprompt checkbox.
  10. When you’re done, click OK.

To populate a web form:

  1. Access a website that requires you to enter personal information into fields, such as name, address, credit card, and so on.
    The Password Manager toolbar displays.




  2. Click Fill Form and from the drop-down menu, select the profile.
  3. To populate only specific fields, use your mouse to highlight the fields before you select the profile.
  4. If this toolbar does not display, open the Password functions by clicking the Webroot icon in the toolbar. Click the FormFill icon at the bottom of the panel, then click the desired profile.
    The Password Manager transfers any information that applies to the fields.

To edit a form fill profile using the toolbar:

  1. Log into your account. For more information, see Using the Password Manager Toolbar.
  2. Open the Password functions by clicking the Webroot icon in the toolbar.
  3. Click the FormFill icon at the bottom of the panel, then click the profile name you want to edit.
  4. In the next dialog, click Edit



  5. Edit the information as needed, then save your changes.

To edit a form fill profile using the SecureAnywhere website:

  1. Log in to my.webrootanywhere.com
  2. Click Go to Passwords.
  3. Click the Form Fill profiles tab, then click Edit next to the profile you want to edit.



  4. Edit the information as needed, then save your changes.