Cryptpad by XWiki calls itself the "zero-knowledge cloud". It is more a replacement for encrypted pads, etherpads and Google Docs than for a wiki, but you can use it with some wiki-like features if you have enough discipline (e.g. to cross-link related documents and archive the documents you need)
I'm using it with a few different groups and people ...
You can consider using MS Excel on web. You will need to upload the file in OneDrive (part of the offer) and the open it, edit it, search and so on.
The offer is free but need registration.
W/o registration you can try https://accueil.framacalc.org/en For me some of the pages are in French. And I did not found a way to upload excel file
What you are describing is a basic devops workflow. MS groups all of yve tools into a product called Azure DevOps, Atlassian (a competitor) splits then into separate (but interconnected) products.
It sounds like you are looking for the features of Atlassian's JIRA.
These tools do no read from PDF/doc files, you have to create projects and tasks in them, ...
Check out https://crypt.ee/
Beside login and password, it also has a encryption key.
It's entirely web-based, so it doesn't have a mobile version. On mobile, you'll have to access it with a mobile browser.
RoboForm is a windows program that is engineered for password management, but also has a feature known as SafeNotes.
If the Synch feature is activated, you have access to your notes (and passwords) via web site, but also via an app on a computer or telephone.
The search option is limited to folder names, not the contents within.
The SafeNotes allows for ...