Create a new load
Captioned screenshot-based walkthrough. Fictional data. No production actions.

Before you begin
This training uses fictional records in the actual MTR React interface. Your live screen may vary by permissions and setup. The recording explains preparation and review; it does not demonstrate a successful production save or submission.

Open the intake
From Load Desk or the intake actions, choose + Create Load(s). Use a Confirmation or TONU to establish a new load identity. A supporting BOL is not a replacement for the Confirmation.

Choose the source files
Choose or drop the appropriate PDF files. Review file names and remove unintended files before uploading. The dialog allows up to 20 PDFs, with a 50 MB limit for each file.

Review the processing result
In the live app, Upload & process queues intake. Check the resulting load or Document Inbox. Completed processing does not guarantee that every document was confidently matched.

Validate before committing
Check the selected carrier, record identity, dates, amounts and source documents. Resolve missing information before saving or submitting. In this capture environment, all production writes, uploads and email sending are disabled.

Try it in your training environment
Practice create a new load using an approved test carrier. Explain which source records you would verify and which action needs review. Use How this works for context. Never use a real financial submission as a practice exercise.