Frequently Asked Questions

Process PA is your personal assistant for good governance — board and committee management software that helps you prepare agendas, take minutes, track motions and action items, and keep your records in order. It is built for Australian associations, not-for-profits and small businesses.

You can begin a free 30-day trial — no credit card required — by registering at https://app.processpa.com/authenticate/password-register. For more details on getting set up, go to Help, or book our free concierge service and we will set your organization up for you.

No. While we recommend approval from the members in most situations, Process PA has been built so that the main user, often the secretary, can take advantage of the improved process without changing what other members currently do. Everything can be emailed as it was before (albeit faster, with our PDF combining and attachment bundling), so members get all they need in their inbox — they do not even need to log in to the platform. That said, if they do, there are other benefits they can take advantage of, like historical access to information.

Process PA is accessible from any browser (e.g. Google Chrome, Microsoft Edge, Firefox) on any device — PC, Mac, tablet or phone — at https://app.processpa.com/. There is nothing to install.

Unfortunately no. We have optimized it to use very little data so that it works quickly over mobile data, but an internet connection is required while taking minutes. If a connection can’t be obtained for the meeting, taking minutes the traditional way and entering them into Process PA later still gives you the other benefits of the system, such as distribution, consistency and continuity of records.

Plans are priced per organization, not per user: Starter $115/month, Standard $165/month and Enterprise $240/month. All prices are in Australian Dollars and include GST. Every plan starts with a free 30-day trial. See Pricing for full details.

Yes. Registered not-for-profits receive 20% off all plans. See Pricing for details.

Yes, and it’s rewarded — annual billing gives you 2 months free (pay for 10 months, get 12).

Yes. The Standard plan includes 2 sub-committees and the Enterprise plan includes 5. Additional sub-committees can be added to your plan for $65/month each.

Your records are always yours. Everything can be downloaded from Process PA at any time to be stored or used elsewhere, so you are never locked in.

You can add all your board directors and committee members. We do not charge per user — pricing is kept simple, per organization board and committee. You control whether each member has online access, receives content only via email, or can modify your content.

Members can be given Administrator, Viewer or Email Only access. Administrators can modify everything, Viewers can view everything, and Email Only members receive content via email without logging in. When members register with Process PA, any organizations they belong to are available for them to access.

After you have added a member and set their access level (Manage Membership), they can register with the same email address and log in. Emails sent from Process PA contain a link to view online — if the member has not yet created an account, this takes them to the register page with their details pre-filled, so all they need to do is set a password.

Members can be added, edited or deleted in the Members Register — click “Members” in the menu bar at the top of the page. To edit, select the pencil icon next to the member’s name. As an alternative to deleting a member, their permission level may be set to “None” — they no longer have access, but their details remain in the system and can be reactivated later by changing their permission level.

Yes. Roles can be added, renamed or deleted on the “Settings” page under “Edit Roles”. A member’s role and permission level can then be adjusted within their details in the Members Register.

In “Settings”, scroll down to “Agenda Template”. Under “Meeting”, select between the meeting types “General”, “Annual” or “Special”. Once selected, you will be taken to the agenda template where you can rearrange and edit the agenda for all future meetings.

Yes. Standard motions and actions can be included in the agenda template, and they will be generated for each meeting.

Sub agenda items can be created either in the notes section of the agenda item, or you can use capital letters or brackets to differentiate the different sub agendas. For examples, see Creating Sub Agendas.

Yes. When the agenda is emailed, a link is included where members can click and record their attendance for the meeting.

Yes. Before a meeting can close, a date for the next meeting must be set. The minutes are then automatically included on the agenda for that next meeting.

Minutes from completed meetings can be edited and redistributed; however, new action items and/or motions cannot be created. Please contact support@processpa.com if you need help with this.

Completed meetings cannot be deleted by users — this protects the continuity of your records. Please contact support@processpa.com and we will delete the meeting for you.

To delete an action item from an agenda, open the action item and select delete. A pop-up will ask you to confirm your choice.

Yes. Emails can be sent to as many or as few members as you need. Check boxes are presented within “Emails”, located in “Preview Minutes” — check the boxes of whom you wish to send the emails to before you select “Send”.

In “Settings”, just under the “Page Header” section, is “Email Reply-To Address”. Select from the drop-down menu who the correspondence should come from.

Yes. Process PA is hosted on Microsoft’s world-class cloud platform, Azure. All data is encrypted in transit (HTTPS/SSL) and at rest, access to databases and storage is strictly controlled, and continuous backups are distributed across multiple data centres to prevent loss. Read more on our Security page.

Yes. Everything — minutes, documents and records — can be downloaded from Process PA at any time. Your data always remains yours.

Yes. Files can be moved between folders and renamed from the Documents page. See Move a File in our help documentation.

The time zone is set in the initial setup of an organization. To have the time zone changed, contact us at support@processpa.com.

Start with our Help documentation and the Quick Start Guide. You can also reach us via the live chat on this site or by emailing support@processpa.com — we’re happy to help.