Create a load from a rate confirmation

Import and review

Use Loads → Intake for files. Email-connected documents appear in the intake review queue.

1. Upload the rate confirmation.
2. Wait for classification and extraction.
3. Confirm customer, broker, references, equipment, rate, stops, and appointments.
4. Resolve warnings and low-confidence fields.
5. Create the load as Draft and review it before planning.

Human review rules

Do not approve uncertain broker, rate, date, location, or equipment values. Keep the source document attached as evidence.