Board Papers Software — Prepare & Distribute Digital Board Packs

Board papers software assembles your agenda, reports and attachments into a single digital board pack and distributes it to directors before the meeting. Process PA does this automatically for Australian associations, not-for-profits, clubs and small business boards.

4.2/5 from 63 reviews on Capterra

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What are board papers?

Board papers — the board pack — are the documents directors receive ahead of a meeting: the agenda, financial reports, the previous minutes, and any supporting papers for decisions to be made. The quality and timeliness of the board pack largely determines the quality of the meeting. Directors who receive a complete pack in advance arrive ready to decide; directors who see papers for the first time in the room can only react.

The problem with manual board packs

Assembling a board pack by hand is one of the most time-consuming jobs a secretary does: collecting reports from different people, merging PDFs, getting the order right, and emailing a large bundle that some inboxes reject. When a document changes at the last minute, the whole pack has to be rebuilt and resent. It is slow, error-prone, and easy to get wrong.

What board papers software does

Board papers in Process PA

Process PA turns board paper preparation from hours into minutes. You build the agenda over the week, attach reports and documents to the relevant items, and Process PA bundles it into a single board pack with combined PDFs and attachment bundling. It is distributed to directors before the meeting and stored against that meeting permanently. Directors can read everything on any device, or receive it all by email without logging in.

Process PA is rated 4.2/5 from 63 reviews on Capterra.

"Process PA gives me confidence that my Board, regardless of what device or operating system they are using, are receiving and viewing our agenda and reports exactly as intended. Everything is together in the right place and accessible to everyone who needs to see it."

Damian Cooper – Professional Individualised Care

Learn more about board portal software, see the full feature list and pricing, or read how to write effective board papers.

Frequently asked questions

What are board papers?

Board papers (also called a board pack) are the documents directors receive before a meeting — the agenda, reports, financial statements, previous minutes and any papers supporting decisions on the agenda. Good practice is to distribute them at least 48 to 72 hours before the meeting so directors arrive prepared.

What is board papers software?

Board papers software assembles the agenda and all supporting documents into a single, ordered board pack and distributes it securely to directors before the meeting. It replaces the manual work of collecting attachments, merging PDFs and emailing large files. Process PA prepares, bundles and distributes board papers automatically and keeps them stored against each meeting.

How far in advance should board papers be sent?

Board papers should be distributed at least 48 to 72 hours before the meeting. Directors who receive papers with adequate notice can read them, form views and arrive ready to make decisions, rather than being briefed in the room. Papers tabled on the day are rarely read properly.

How does Process PA handle board papers?

In Process PA you build the agenda over the week leading up to the meeting, attach reports and documents to the relevant agenda items, and the system bundles everything into a single board pack with combined PDFs. It is then distributed to directors by email or made available online, and stored against the meeting for future reference.

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No credit card required · For associations, clubs and not-for-profits